Team Profile and Permissions
Before you set up your Team website, we recommend setting up your profile and permissions through the Account settings. To begin you will need your username and the usernames of your team members. If they do not have a ClientClick username, contact our support team.
1. Go to your Account Settings on the upper right of your dashboard
2. Go to "Team Profile" tab to fill out your team name and contact information
Team Profile will set the displayed team contact information. By default, the website contact information that will be displayed will be the website owner's. You will be able to select how this is displayed in the Site Builder.
Click "Save" to save this page when done.
3. Go to the Team Members tab and add your team members.
If your team members are in the Jumptools directory they will appear in the list when their usernames and last names have been entered. If they do not appear in this list, please contact Jumptools support at [email protected] or call 1-866-315-0142.
"Save" this page when completed.
4. Go to "Team Permissions" to set permissions for your team members
Team Members will be able to manage the team website directly through their own account. There should be no need to share passwords to manage the team site.
- Website Editor will allow the team member to edit the website.
- Website Publisher will allow the team member to publish and/or republish the website when edits have been made
- Listing Visible will allow team member's listings to be displayed on the website
- Lead Manager will allow incoming lead notifications to be received by the indicated members.
Note: You can add up to one additional lead manager.
"Save" this page when completed.