Webware is a great tool for teams so if you have team members you definitely want them on webware! They can help you manage leads in the CRM, take calls, make calls, manage chats, inbound emails, manage tasks, notes on clients, payments and so much more. They can also take advantage of Rivi your companies AI assistant. That makes it really easy for everyone to stay aligned and get access to information that rivi is trained on. ( see how to train rivi article here )
Step 1. Add your team to Webware go to the Customers Section on the left navigation.
Step 2. Create a new customer and set them to any of these user types
Client Admin - FULL access to all features
Client Staff - Access to Workspace and all features but cannot update the website
Blog Author - Only Blogging feature
Sales Rep - CRM, Phone, Conversations, Rivi ai
Step 3: The invited user will get an email and they can now login to your workspace. If they don't know their passwords you can set the password in the password field for every team member that has a profile.
Click all properties to show the password field on the customer profile
NOTE only Client Admin user types can change passwords*
Step 4: Change Password in the password field and save
