Coming to a Redtail University soon? Makes sure that you watch the Basics 101 series to refresh yourself on some of the basic functions and beginning steps that will be used and referenced during your time at RTU!
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This video covers the ins and outs of adding and working with multiple database users and teams in your database!
Click the link below for more information on each of the features covered in the video:
00:40 - Using Teams
02:59 - Workflows
08:22 - Adding a New User
10:00 - Admin Database Users
12:00 - Removing a User
17:47 - Additional User Rights
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.