You should first understand the way user accounts and profiles work on Lead Dolphin. Every employee has one user account. Each user account can have multiple profiles (one profile per club). So if a user called Jane User is hired and needs access to three clubs, Club A, Club B, and Club D, you could visualize it like the image below. (The greyed out Club C, is a club she doesn't have privileges for, so she does NOT have a profile for that club.)
To add a new team member to your club, determine if the user already exists in Lead Dolphin (and has a user account) OR if this is an new user to Lead Dolphin.
On the other hand, if you want to remove a user, go to this support article.
Add an existing user to a club
If the new team member already has a user account, click the right hand button, Add an existing user to this club. Otherwise skip down to the next section.
Start typing the first few characters of the person's name and wait for the auto-suggestion to pop up. Select the user from the list then click the Add Users button.
Next, click Create Employee Profile.
Then fill in the employee's name and email address.
That's it.
Add a new user to a club
If this is a new hire then that person needs a user account in Lead Dolphin.
As a manager, go to the club page for that new hire and click the Create a new user button.
Next you'll be presented with the new user page. FIll in their name and email address.
This is the minimum information needed and you can click the Save button here and be done.
If you want, you could fill out their availability schedule. This will place them into the UPS list (the who's-up-next list, the method by which new prospects are assigned automatically to sales reps). See this article for more about that.
After you click Save...
An email goes out to that new user with a link for them to follow. When they click on the link they'll come to a page that displays their username (see screenshot below).
Now they can set their password to something super-secret and not at all guessable (right?).
