Add a new user to TAMI and decide on the user role.
To add in a new user to TAMI you need to ensure you are an "App Admin User".
In order to add a new user you will need to navigate to "Settings" > "User Details": also found here.
Within the user details screen, you will get an overview of your team in TAMI as well as be provided with the option to add a new user:
If you add a new user, you will be navigated to the page below to fill out the new users details:
What are the User Roles?
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Lead Gen User - Allows users to search and build lists. These users can export their data to CSV/Excel and if your plan permits, export to CRM.
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App Administrator - These users can do the same as a Lean Gen User + Configure the CRM setup if the plan permits it, add, edit and create new users + adjust user credit balances.
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Sales User - These user types can run searches and view records, but are restricted from exporting leads in bulk. They can however, export one lead record at a time. If CRM export is available, they are also restricted from adding leads to the CRM unless allow CRM export is ticked to active.
Lead Gen User - Allows users to search and build lists. These users can export their data to CSV/Excel and if your plan permits, export to CRM.
App Administrator - These users can do the same as a Lean Gen User + Configure the CRM setup if the plan permits it, add, edit and create new users + adjust user credit balances.
Sales User - These user types can run searches and view records, but are restricted from exporting leads in bulk. They can however, export one lead record at a time. If CRM export is available, they are also restricted from adding leads to the CRM unless allow CRM export is ticked to active.
Once completed and "Save Changes" is selected the user will receive an email from hello@tami.ai with a link to create a password.
To see how to manage your teams credits please see our "Assigning credits" article here.