How To: Adding new employees to your Teamleader account
Your company is growing, Teamleader grows with it! Every standard Teamleader account can be accessed by two employees and can always be expanded to inc...
Mon, 30 Jul, 2018 at 12:29 PM
FAQ: What does limited CRM access stand for?
Teamleader allows you to restrict CRM access for co-workers. To do so, simply navigate to Settings > HR and click on the pencil icon next to a co-wo...
Fri, 6 Jul, 2018 at 3:10 PM
FAQ: Which deals do I see if I have limited deal access?
If you set limited deal access for a co-worker, they can only see deals that have been assigned to them or deals of clients of which they are account m...
Fri, 3 Aug, 2018 at 10:43 AM
FAQ: Can I combine limited CRM access with limited deal access?
If you set limited CRM access for a co-worker, the limited deal access does not apply anymore. Limited CRM access means your co-worker can only see the...
Fri, 3 Aug, 2018 at 10:37 AM
FAQ: How can my colleague get access to API & Webhooks?
In order to grant access to API & Webhooks to a colleague, you can follow these steps: The current administrator first needs to contact our suppo...
Fri, 3 Aug, 2018 at 10:49 AM
FAQ: What are the rights of an admin?
Every Teamleader account has at least one administrator. For more information on how to grant admin rights to colleagues, click here. This article will...
Fri, 27 Jul, 2018 at 12:10 PM
FAQ: How can I grant or remove administrator rights?
Every Teamleader account has at least one administrator, who has more rights than other users. Only our support team can change these rights. If you wa...
Fri, 3 Aug, 2018 at 10:12 AM
FAQ: Why do I not have the same modules in my Teamleader account as my colleague?
The Teamleader tool consists of multiple modules: CRM, Deals, Invoices, Projects and Tickets. In case those are activated for your account, they will a...
Fri, 3 Aug, 2018 at 11:16 AM
FAQ: Why do I receive the message that the username is already in use?
When you’re adding new employees to your Teamleader account, you might come across this error message: You're now probably thinking: but ...
Fri, 3 Aug, 2018 at 11:34 AM
How To: Deactivating a user in Teamleader
If your company is growing, it is also inevitable that after a certain time there is some kind of turnover. While we do not welcome it, an employee may...
Mon, 30 Jul, 2018 at 12:51 PM
Integrations/Marketplace

No success yet? Reach out.

Contact us