{"id":7619,"date":"2024-01-12T14:37:34","date_gmt":"2024-01-12T14:37:34","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=7619"},"modified":"2024-02-16T06:51:20","modified_gmt":"2024-02-16T06:51:20","slug":"feature-update-team-features-and-permissions","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/feature-update-team-features-and-permissions\/","title":{"rendered":"Feature Update: Improved Team Features &#038; Permissions \u2728"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"453\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/L7lFeNQyUJkK4WXHJkppJwanALl6LWU11BIJP3NS-1024x453.jpg\" alt=\"improved team features and permissions for privyr\" class=\"wp-image-7620\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/L7lFeNQyUJkK4WXHJkppJwanALl6LWU11BIJP3NS-1024x453.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/L7lFeNQyUJkK4WXHJkppJwanALl6LWU11BIJP3NS-300x133.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/L7lFeNQyUJkK4WXHJkppJwanALl6LWU11BIJP3NS-1536x680.jpg 1536w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/L7lFeNQyUJkK4WXHJkppJwanALl6LWU11BIJP3NS-300x133@2x.jpg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Using<strong> <\/strong>Privyr as a Team just got even better with these new updates!<\/p>\n\n\n\n<p>If you work with your colleagues to handle leads, follow up, and win sales, you\u2019ll find it super easy to coordinate everything with <strong>Privyr for Teams<\/strong>.<\/p>\n\n\n\n<p>Many of you are already using our Team features to:<\/p>\n\n\n\n<p><strong>\u2705 Automatically assign and send new leads to your colleagues<\/strong><strong><br><\/strong><strong>\u2705 Share sales templates so everyone knows how to follow up with their leads<\/strong><\/p>\n\n\n\n<p>With this new round of updates, you\u2019ll find <strong>more efficient ways to oversee how your Team operates and get more sales through Privyr<\/strong>. Here\u2019s a quick summary of the latest updates to our Team features.<\/p>\n\n\n\n<h2><strong>\ud83c\udd95 Admin permissions for Team Members<\/strong><\/h2>\n\n\n\n<p>You can now grant team members permissions to:<\/p>\n\n\n\n<ul>\n<li><strong>Manage Team Members<\/strong> &#8211; Create, edit, and manage team members.<\/li>\n\n\n\n<li><strong>Manage Integrations<\/strong> &#8211; Connect and manage lead sources, import &amp; export clients.<\/li>\n<\/ul>\n\n\n\n<p>In short, your Privyr Team can have more than one \u201cadmin\u201d who has access to different management features. <a href=\"https:\/\/help.privyr.com\/knowledge-base\/teams\/#team-member-permissions\" target=\"_blank\" rel=\"noreferrer noopener\">Learn more about Team Member Permissions here.<\/a><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/edit-team-permissions-on-privyr-913x1024.png\" alt=\"edit team permissions on privyr\" class=\"wp-image-7623\" width=\"441\" height=\"495\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/edit-team-permissions-on-privyr-913x1024.png 913w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/edit-team-permissions-on-privyr-267x300.png 267w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/edit-team-permissions-on-privyr-1369x1536.png 1369w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/edit-team-permissions-on-privyr.png 1446w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/01\/edit-team-permissions-on-privyr-267x300@2x.png 534w\" sizes=\"(max-width: 441px) 100vw, 441px\" \/><\/figure><\/div>\n\n\n<h2>Other Team Enhancements \u2728<\/h2>\n\n\n\n<p>We also added a few other improvements to Privyr\u2019s Team Features on both the mobile app and web version. You can now:<\/p>\n\n\n\n<ul>\n<li><strong>Add &amp; Edit Team Members on the mobile app&nbsp;<\/strong>(for those with permissions to Manage Team Members).<\/li>\n\n\n\n<li><strong>View Clients assigned to a specific Team Member on web<\/strong>&nbsp;(for those with permissions to view clients assigned to others).<\/li>\n<\/ul>\n\n\n\n<h2>Coming Soon \ud83c\udf81<\/h2>\n\n\n\n<p>You\u2019ll soon be able to create automatic&nbsp;<strong><a href=\"https:\/\/help.privyr.com\/knowledge-base\/teams\/#automatic-lead-assignment\" target=\"_blank\" rel=\"noreferrer noopener\">Lead Assignment Rules<\/a><\/strong> across all lead sources, as well as define rules by custom criteria submitted by a lead.<\/p>\n\n\n\n<p>Plus, creating and managing Lead Assignment Rules will soon be available on the mobile app, instead of only on the web version.&nbsp;<\/p>\n\n\n\n<p>Stay tuned for the announcement once we release these updates!<\/p>\n\n\n\n<p>To learn more about Privyr Team Features, check out the guide linked below.<\/p>\n\n\n\n<div class=\"is-layout-flex wp-block-buttons\">\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link has-vivid-purple-background-color has-background wp-element-button\" href=\"https:\/\/help.privyr.com\/knowledge-base\/teams\/?utm_source=product-updates&amp;utm_medium=blog&amp;utm_campaign=product-updates\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>VIEW TEAM GUIDE<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>We hope you find these updates helpful!<\/p>\n\n\n\n<p>If you have questions or feedback for Privyr, feel free to write to us at <a href=\"mailto:support@privyr.com\" target=\"_blank\" rel=\"noreferrer noopener\">support@privyr.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Grant your Team Members admin access to manage users and integrations, plus more!<\/p>\n","protected":false},"author":8,"featured_media":7675,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[207],"tags":[786,815],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Feature Update: Improved Team Features &amp; 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