Adding Territory Managers - New Team Member

It is easy to add Territory Managers to your EziSay account. 

Please note that you will need to have Admin rights to perform the below actions. If you do not have Admin rights, you will need to contact the relevant person in your company.

To add a Team Member, click through to the Team Menu (refer article Accessing Teams), then click on “+Add Member” at the top of the screen.

On the next page, you will see a number of fields to be completed.

Select type: To make this user a Territory Manager, you must select role type Manager

Name: include both first and surnames

Email: a valid email address must be used, a team member will use this to sign in to EziSay

Territory Manager: click on the check box so a tick appears

Can Download Reports: select whether you wish this user to be able to download dashboard results

Events/People/Products/Stores: select the objects you wish this user to be able to view and access results for.

 

Click on “Save” at the bottom of the page.

 

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