This guide will walkthrough modifying employees on your employee roster using the employee roster self-service in the settings section of CR2.0.
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, account manager or contact support@callrevu.com.
- Full Name of Employee
- Dealership Name
Updating the Employee
1. Log into CR2.0 with your CallRevu Login (app.callrevu.com)
2. From the Home screen, click on your name in the upper right-hand corner. Then click Settings.
3. On the settings page, click on personnel on the left-hand navigation bar. Then, click Employee roster.
4. On this page, you’ll see your full list of employees currently on the employee roster at your store.
5. The page contains a search box in the upper left that can be used to locate the employee you are looking to remove. In this box, you can enter their name, email address or any identifier to find the employee quickly. After entering the employee name, click on the pencil icon to the far right on the row of the employee
6. Update the employee information such as email address, accounts access, title, department, Phone Number, Extension, Click to Call Number / ANI, etc
7. Click Save
8. The roster is now updated