Your team is an important part of your business. Getting the right people set up in Xplor Growth will be key. Depending on your situation, this could mean marketing managers, front desk staff, or even you!
We recommend that each individual using Xplor Growth be set up with a user account. This will allow you and your team to fully take advantage of all of the internal organization tools Xplor Growth offers, such as phone calls and task reminders.
Adding a New User
To add a new user, navigate to the gear icon in the top-right and select Settings.
Click Team underneath Company Settings
Add a new Team Member in the top-right.
Next, input the required information: Email Address, First Name, Last Name, and Permissions level.
User Permissions Levels
Creator: This is the lowest level of access. Creators have access to all of the features, (create emails, auto-campaigns, create landing pages, etc.) but cannot make adjustments to the team or billing information.
Manager: Managers have all the permissions of a Creator but can also make adjustments to billing information.
Admin: This is the highest level of access. Admins have all the permissions of a Manager but can also make adjustments to the team.
When all of the information has been entered, click Invite.
Once the team member has been added, they will show in your list of Team Members. However, their status will show as Invitation Sent until they go through the confirmation process.
Advise your new team member to look out for a confirmation email from Xplor Growth (hint: this could be hiding in spam, junk, etc.) If they can't track down the email, please contact our Support Chat for help.
HQ Team Member Users
If you wish for a team member to have/need access to multiple locations in your franchise accounts – they can be added at the HQ account level as a team member. That way they DO NOT have to be added to the individual locations.
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