TEAM MANAGEMENT

The Team Management section is where you will be able to access and edit your team’s information, roles, permission, and a lot more. All team members can be seen here and you will be able to access their individual details.

Team Management

View and manage your team member’s information here.

  • Editing

When you click on the “edit” button corresponding to each team member, you will be able to view and manage each of your team member’s information. (Note: This only applies if you have admin access.)

  • User Info

Where you can access and edit a team member’s user information.

  • User Permissions

Edit each team member’s permission here and give them access only to the sections that you want them to access.

  • User Roles

This is where you can see each team member’s role.

  • Call & Voicemail Settings

Where you will see the settings that they set up for their call and voicemail.

  • User Availability

Where you’ll see the days and times the team member is available which they’ve set in their profile.

  • User Calendar Configuration

This is where you’ll be able to check the calendars that each team member has integrated with their Better Automate account.

Email us: support@advisormarketinghub.com

Meet with Rob: www.schedulewithrob.com

Meet with the AMH Team: www.amhsupport.com