My Staff

Team Management

Here’s an overview of the team management settings in your account settings. In this section, you can add or remove your team members from your account.

NOTE: Depending on your user permissions, you may not have access to all of the components as shown below. Please check your subscriptions or admin user for the account will have all permissions.

How to Add a New Employee to Your Synamate Account

1. Go to Your Synamate™ Account

2. Click on Settings

3. Click on My Staff

4. Click on Add Employee

5. Enter all the Required details for your new Employee

The Email shall be different from the other users inside of your account

6. If the user's email is already been used in any other Synamate account then email us at [email protected] or Try using the below method

if the email is: [email protected] then try to create user with [email protected]

Email Signature in Advanced Settings:

Optional but preferred to add, You can just write as follows: Regards, Team Member Name

7. Click on Roles & Permissions

8. Choose the Level of Access in Role i.e. User/Admin

You can select Admin if the team member you're adding is a business partner. Otherwise, leave it as user.

9. If it is a user then you can change the Scope of Visibility of data for that particular user

Only Assigned Data: This comes into place when you only want to show the data of the assigned contacts in Synamate. If you enable this for any client, they will only be able to see contacts for which the are assigned the owner.

10. Choose the settings to which you want to give access to your user

You can select what all permissions you want your team members to have, we are making these permissions more granular to so you can give access to only those things that you want your team members to see.

11. Click on User Availability

12. Set the Available Hours for your User

Use 12 AM to 12 AM for all days (Recommended). You can change the availability in calendars as well.

You can select the calendar for this user particularly so you will be able to use it as a dynamic values when sending emails/text messages. But consider leaving this if you are not into advanced automations.

13. Click on Save to save all the changes you've done

The User will get an email invitation to set their password and login into their account

That's it! Click on save and the user will be created! An email will be sent to the user saying that their account is created.