Team visibility and message branding
Choose what team members can see in CRM, and how your emails to customers are branded.
Settings in CRM has two sections. Only owners and admins can change them, and you need a paid plan.
Team Visibility
Controls what regular members see on the Kanban board and in the Diary:
- All jobs / Everyone - every member sees every job.
- Own jobs only - members see only the jobs assigned to them.
You can also decide:
- Members can edit other people's jobs - when switched off, members can't edit or move jobs that belong to someone else.
- Unassigned jobs - whether jobs with no owner are visible to everyone or only to the owner and admins.
Owners and admins always see the whole team's work.
Message Branding
This is how emails sent from CRM look to your customers:
- Display name - shown as the sender name, for example "Ed's Electronics".
- Reply-to email - where customer replies go.
- Address - shown in the message footer.
- Footer text - an extra line, such as a company registration or VAT number.
Related
- To invite people, see Invite your team and give them app access.
- To change the wording of the emails, see Customise your message templates in Comms.