Company admin creates user
Open Team / Employees, enter employee name, email, password, department, and allowed menus.
Employee workspace
Login for team members created by company admin
Employees do not create their own company account. Company admin creates their login from Team / Employees, assigns menu access, and shares the email and temporary password.
Employee opens this login
Team member signs in with the email and temporary password created by company admin.
Only allowed menus show
Inbox, Contacts, Leads / CRM, Templates, and Notifications appear based on assigned access.