Adding and Removing a Collaborator

You can add collaborators if you wish to associate contacts, deals or companies with another member of your team that uses TIEIT. Adding collaborators may also be useful if you have some TIEIT users that have simple access accounts. By adding them as collaborators, they will have access to the contact in their TIEIT account. To learn how to do this, please follow the steps below.

Adding a Collaborator

1. On a CRM details page, you will see a blue menu bar at the bottom. Near the green + Activity button in this section, you will see an icon with a + and a person icon. Click this button to add a collaborator.

2. Select the collaborator. Click the save button.

About the Make this Public Checkbox

Generally, all full access users on TIEIT see contacts that were added. If you have users in your organization’s TIEIT account that are simple access users and wish to have everyone see a contact instead of manually adding each one as a collaborator, check the Make this Public checkbox. Click the save button.

Deleting a Collaborator

1. On a CRM details page, you will see a blue menu bar at the bottom. Near the green + Activity button in this section, you will see an icon with a + and a person icon. Click this button to delete a collaborator.

2. Click the trash can icon to the right of the collaborator to delete them. Click the save button.