How To Add a New Team Member
This article will run through how to add a new team member.
 
1. Navigate to People > Team > BDM.
Note: There are filter options located next to the Column Chooser. By selecting Rentals, Sales or BDM, the grid will filter the team members accordingly.
2. To add a new team member, Navigate to Actions > New Team Member / User button located at the right of the page.
3. Complete all the information for the new team member. It is important to ensure contact details are in place. By default, the BDM box will be ticked however Rentals, or Sales can be added at this stage.
4. After this, there is an option to customise the team member further. The No - Create Basic Team Member option will complete the team membership profile without any further editing. The Yes - Customise Further option will give the option of editing this team member's email signature. For more information, check Adding an Email Signature.
5. This section also allows the profile to be merged with another team member's. This is useful for combining duplicated accounts.
 **Note, to complete the Login Username section correctly, the User must already exist in the Users Page. To associate a User with a Team Member, ensure the User Name reflects exactly how the Username appears within Manage Users tab.**
6. Once all information has been completed for the New Team Member, click on No – Finish or Yes – Create New User.
