Adding or Editing Team Members – Web Only
In Zenu, a Web-Only user refers to an account type with limited access to only the web-related modules and not the CRM functionalities.
Accessing Team Members
Click on Team Members in your web interface.
A list of current Team Members will display, with the first person in the list selected and ready for editing.
To edit a different Team Member, simply click on their name in the list.
Adding a New Team Member
Click the Add Member button.
Enter the required details:
First Name
Surname
Position
Email
Mobile - Ensure you assign website permissions appropriately during creation if the user requires functionality limited to modifying or displaying website-related content.
These fields must be completed in order to save the Team Member.
Fill in any additional details as required, then click Save.
Adding Images and Testimonials
After creating a Team Member, you can enhance their profile by adding a photo under Images and Testimonials.
Images:
Most widgets on the Team Member Results and Details pages display the Small Team Member Image.
Some widgets may display the Team Member Logo instead.
Testimonials:
To save a testimonial, text must be entered in all fields.
Testimonials will display on your website according to the widget settings.