Скачать или смотреть How to Add, Delete, and Manage User Permissions in Redtail CRM |

In this tutorial, we guide you through essential steps for managing users in Redtail CRM. Learn how to add new team members, delete users securely, and update permissions to safeguard your firm's data. Whether you’re onboarding a new employee or managing existing users, this guide will help streamline your operations and ensure optimal security.

What You’ll Learn:
👉Adding new users to Redtail CRM for seamless onboarding
👉Deleting users to protect client data and firm secrets
👉Updating permissions to control access levels

Master these simple yet critical tasks to enhance your CRM's efficiency and security!

📘 Get our FREE guide on mastering client service workflows: https://www.advisortechpartners.com/f...

Website: https://www.advisortechpartners.com/
Email Jeff: [email protected]
Connect with Matthew on LinkedIn:   / jeffreyrusin  
Follow Advisor Tech Partners on LinkedIn:   / advisor-tech-partners  

Chapters
00:00 Intro
02:05 Navigating to "Manage Database Users & Teams" in Redtail
02:45 Adding a user in Redtail
05:10 Editing user rights in Redtail
07:35 Disabling a user in Redtail
08:45 Conclusion

#RedtailCRM #UserManagement #CRMsecurity #RedtailTutorial #FinancialAdvisors #AdvisorTech #ClientDataProtection #Onboarding #CRMBasics #WorkflowOptimization #FinancialServices #CRM