video1.0<iframe src="https://www.loom.com/embed/aec221947f61443687a41fccbbd05a31" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/aec221947f61443687a41fccbbd05a31-9cb648b6f4b859de.jpg79.7451In this video, I walk you through the process of managing users in our account settings. I explain how to add a new user by entering their name and phone number, and selecting their user role, which determines their permissions. It's important to decide whether the user should have visibility over all records or just their assigned data, especially for roles like appointment setters and closers. Please take a moment to review this setup process and ensure that each user is configured correctly based on their responsibilities. Let me know if you have any questions!