Why is CRM Partner Access Required?
Granting Scale IR partner-level access to your CRM is a crucial step in the onboarding process. This access allows our team to efficiently set up the technical integrations necessary for successful engagement with your leads. It also allows our team to create workflows, automations, and tags needed to keep real-time data from our appointment setting team flowing into your CRM.
Once Access is Granted, You Can Expect…
Seamless Integration: Partner access ensures smooth integration between Scale IR's systems and your CRM, enabling efficient data transfer and communication.
Accurate Real-Time Data: Real-time data updates in your CRM provide you with a comprehensive and accurate view of all lead interactions, allowing for informed decision-making.
Streamlined Communication: Integrated systems facilitate seamless communication and collaboration between your team and the Scale IR team.
Faster Results: By enabling Scale IR to set up the necessary technical infrastructure quickly, partner access helps accelerate the time to value and allows us to begin driving results sooner.
How to Grant Partner Access
HubSpot
- Scale IR will send you a Partner Admin access link in your intake form. Click this link, and then click “Approve”
- You'll be redirected to a page where you choose the specific HubSpot account you want to grant access to.
- Once granted, the partner employee will be created in your HubSpot account with full partner admin permissions.
Go High Level
Add a New Partner
- Go to Settings: Navigate to the "Settings" tab within your agency view or sub-account.
- Access Team Management: Click on "Team" (for agency view) or "My Staff" (for sub-account view).
- Add Employee: Click the "Add Employee" button to add your new partner.
- Provide Basic Information: Fill in the required fields, such as first name, last name, email, and phone number.
- Configure Permissions (if applicable): You can also set a password for them and configure their roles and permissions.
Assign Roles and Permissions
- Locate the Partner: Find the partner's entry in the Team or My Staff section.
- Edit Permissions: Click the "Action" button (pencil icon) next to their name and select "Roles & Permissions".
- Configure Roles: Choose whether the partner is an admin or a user.
- Set Granular Permissions: You can control permissions at two levels: module-level (toggle to restrict access to a specific module) and granular-level (use checkboxes to set permissions within a module).
Assign Scale IR to Sub-Accounts As Needed
- Add to Account: If you want the partner to access multiple sub-accounts, you can add them to each account individually.
- Sub Account View: You can also add a partner directly to a sub-account by navigating to the sub-account's "Settings" and then "My Staff"
Aloware
- Navigate to the Users Menu: In Aloware admin, go to the Users menu.
- Add a New User: Click the "+Add user" button.
- Enter User Details: Fill in the partner's first name, last name, and email address.
- Assign a Role: Choose an appropriate role for the partner (e.g., Supervisor, Agent).
- Configure Call Handling: Determine how the partner will handle calls (using apps, a specific phone number, or not answering).
- Set Permissions: Adjust specific permissions based on the role, such as the ability to modify contact ownership, broadcast messages, or delete contacts.
- Assign a Personal Line (Optional): If the partner needs a dedicated phone number, assign a personal line.
- Save and Finalize: Click the "Add" button to complete the process.
PipeDrive
- Go to Settings > Manage Users > Users: This is where you'll find the list of users in your account.
- Add a New User: Click the "+" button and enter the partner's email address.
- Assign Permissions: Select the user you added in the preview and click "Edit Access".
- Choose Permissions: Navigate to the Permission sets section and either create a new permission set or select an existing one that suits the partner's role.
- Edit the Permission Set: Click "Edit" on the selected permission set and customize the access based on the partner's needs. This might include granting access to specific deals, campaigns, projects, or global permissions.
- Save Changes: Confirm the changes and the partner will be added to your account with the specified permissions