You are now a part of the Introw family 🎉! Welcome, we're thrilled to have you here.
Let's go over some initial settings you can configure to get started.
How to access the general settings
In the sidebar navigation - go to Settings
Set up your Profile
In the Profile tab, you can add/ edit your First and Last Name, as well as your work title.
You can also add/ edit your profile picture.
Click on Save to save the settings.
Edit company settings
In the Company tab, you can change company settings. You can change your company's name, add a new company logo, or change your company domain.
Also, if you'd like to change the currency of your deal pipeline flow, this is the place to do so.
Don't forget to click on Save to save the settings.
Add Team members
In the Team tab you can Invite new team members, activate or deactivate their accounts depending on your permission level.
There are 2 different roles on Introw: Member and Admin.
Member: Cannot manage or deactivate users. Can invite other members.
Admin:
Can manage and deactivate users,
Invite other admins and change user roles
Has integration options to connect CRM's
Remove Team members
You can deactivate team members by clicking on the 3 dots next to their name and "Deactivate" them. Once this is done, they will no longer be able to access Introw.
