Logins for employees
Give colleagues their own login for their own profile.
An employee with their own login only sees their own card, leads and analytics. Never those of colleagues.
Giving a login
- Go to Team and open your team.
- Under End-user logins you see all profiles in your team. Each profile shows whether it already has a login (has login).
- Choose Give access for one profile, or select several profiles and give them access at once.
- The employee receives an email to set their own password.
The profile needs an email address. Profiles without one show no e-mail on this profile.
What can employees change?
Choose under What end users can edit:
| Setting | What the employee can do |
|---|---|
| Open | Edit their whole profile. |
| Brand locked | Edit the content. Background, buttons, font and logo are fixed. |
| Fully managed | Edit nothing. The employee only uses contacts and analytics. |
To withdraw a login, click Remove next to the profile. The profile and the card keep working.