Your permissions are set and it's time to add your team to Copper! First, let's get a sense of the role each team member could occupy.
Understand user roles:
There are four roles you can occupy in Copper.
Account Owner - There can only be one owner of an account. This person has access to the settings menu, can manage all other users (adding, deleting, etc.), and can make billing decisions. The account owner can do the work of any other role.
Account Administrator (Admin) - When adding a User, Account Owners and Admins will have the option to grant a User "System Admin" privileges. There is the option to have more than one Admin in the system. Note that Admins can delete Users but not an Account Owner.
Admins have access to the same settings as the Account Owner, except for the 'Billing' section located at the bottom. Admins therefore do not have access to invoices and cannot make changes to the plan type, billing cycle, number of seats, or payment method.
Admins can see all records, synced emails and activities in the system, regardless of visibility settings on those entities. To note, the Account Owner can mark synced emails private so they are not visible by Admins. You can read more about this in our article on Email Settings.
User - You can have more than one user. These are your team members. They have the essential functionality required to interact with your people, company and opportunity records to move them through the pipeline.
Contact - Your customer. This person is represented by a person, company and/or opportunity record.
Add your team to Copper:
If you're an Account Owner or an Admin, you can add your team members to Copper by following the instructions below:
- Log into your Copper account and click Settings from the lefthand menu.
- Scroll down to the Account Settings section and click Company & Invite New Users.
- Click the Invite New Users button in the upper right corner.
- This pop-up will appear. Let's examine each of the elements:
Name: Enter the name of your team member
Email: Enter the email address your team member will use to communicate with contacts and potentially sync with gmail.
System Admin: Do you want this person to be an Admin?
Google Sync: Do you want this person's Google Suite information to be synced with Copper?
Data Export: Do you want this person to be able to export data from your account?
Dropbox: Do you want this person to use dropbox to sync files?
Make your choices by filling out these fields or checking the appropriate boxes.
- Click 'Save.'
Congratulations! You've added a team member to Copper. Continue adding the rest of your team.
Advance to the next topic: Import your data