The My Staff feature in LSS CRM is your centralized team management hub. It allows you to add, organize, and control access for all your team members. Whether you’re managing a small sales team or a large customer support operation, My Staff gives you the tools to ensure secure access, streamline workflows, and boost team collaboration.
Key Features of the “My Staff” Section
Assign Roles and Permissions
Define exactly what each team member can access and do within LSS CRM. This ensures sensitive data is protected, responsibilities are clearly defined, and your team operates efficiently within set boundaries.
Add New Users Quickly
Onboard new staff members in just a few clicks. During setup, you can assign custom roles and permissions to align with each team member’s specific responsibilities from day one.
Improve Team Collaboration
Ensure that every team member has access to the tools and information they need. Clear role assignments reduce confusion, avoid task overlap, and enable your team to work more effectively together.
