This guide will walkthrough adding a new employee to your roster using CR2.0’s Roster Self-Service feature in the settings section.
Needed Information before you begin
***Important** Only logins with manager or admin level access can add employees to CallRevu. If you do not have this access, please consult your store Admin, or contact support@callrevu.com.
- Full Name of Employee
- Dealership Name
- Title
- Email Address
- Phone ID (if applicable). This is usually a 4-digit number that is created in your CRM on the personnel record of the employee. It can be any number you want it to be.
Adding the New Employee
1. Log into CR2.0 (app.callrevu.com) with your CallRevu username and password
2. From the Home screen, click on your name in the upper right-hand corner
3. Click on Settings
4. On the left-hand navigation bar, click on Personnel
5. Click on Employee Roster
6. From here, click on the “Add Employee” button in the upper left-hand corner of the page.
7. On the next page, fill out the information for the new employee you’re adding to your roster.
8. If you want to also create a user login for the new employee, check the box on the page. If selected, you must pick a role for the new employee which will grant them access to the dashboard.
9. After entering all the information, click save on the lower right-hand section of the page to add your new employee to your roster.
10. After clicking save, you’ll now receive confirmation that the new employee has been added to your employee roster as a pop-up window on the screen. The new employee should now be added to your roster.