Course 08 · Admin & setup
Team Management
Learn how teams work in Shape and how users collaborate across roles.
- 7
- Lessons
- Video
- Every lesson
- Free
- Self-paced
Course outline
7 lessons, in order
- 01Managing Users and Roles in ShapeA complete guide to user management in Shape CRM, covering roles, access controls, impersonation, deactivation, and admin settings.
- 02Departments and Customization in ShapeLearn how departments in Shape control record visibility, workflows, custom fields, and role-based access to keep teams focused and organized.
- 03Creating and Managing Teams in ShapeLearn how teams in Shape organize users for lead distribution, call routing, reporting, and manager visibility without changing departments.
- 04Role Permissions in ShapeLearn how role permissions in Shape let admins customize access to features, setting, dashboards, and actions while improving security and control.
- 05Record Visibility in ShapeLearn how record visibility in Shape controls access to leads, applications, loans, and more based on user roles and assigned records.
- 06Notification Templates in ShapeLearn how notification templates in Shape let you customize system emails, replace default alerts, and ensure messages match your brand and workflows.
- 07Team Communication and Caller ID Behavior in ShapeLearn how Shape manages team communication and caller ID behavior so users stay aligned internally while presenting a consistent experience to contacts.
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