If you are an Admin for your Chorus account, you can invite new members of your team to Chorus. If you are not an Admin or have questions about adding new users, please contact your team's Customer Success Manager or email email@example.com
Inviting Users: from CRM or by Email
There are two main ways to invite your team to Chorus: we can invite an entire team from your CRM, or we can send one-off invitations to each person's email. Either way you choose, you'll start in the same place:
Step 1: Click on your Initials on the bottom left and select Settings from the menu options.
Step 2: Click on User Management and then "Invite New Users" sub-tab.
Step 3: Choose whether you want to invite individual users using their email, or full teams found in your CRM. We recommend structuring your Chorus teams in the same grouping that your organization uses. For example: AEs, BDRs, Team West, Team East etc. Choose the route you'd like to take: By Individual or By Team.
Inviting Individual Users
Step 1: If there are users you would like to invite to Chorus that are not in your CRM, you can use the By Individual section. Enter their email address and click Invite Manually.
Step 2: You’ll need to fill in some additional user details before clicking Send Invites.
Inviting Entire Teams
Step 1: Let’s start by adding a team from the CRM. Go to By Team tab, and use the search bar to enter the name or email of a sales manager. Select them from the dropdown to stage all users found on their team in the CRM, and automatically fill in some of their user attributes. (This avoids extra work for you!)
Note: These same steps can be used to find and invite individual users from your CRM in the By Individual section.
Step 2: Make any necessary adjustments to License, Team, or Role information for the staged users. Then click Send Invites.
Step 3: Best Practices for setting up teams include ensuring your Chorus teams parallel your Org Chart.
Updating Recorders & Listeners
Step 1: Navigate to User Management and select the Manage Users sub-tab.
Step 2: Scroll down to the user that you want to edit and select from the different options in the picklists.
Inviting Your Listener List
Listeners are free, unlimited, and will have access to listen to the company recordings. They will not be able to record calls in Chorus, but will have full access to hearing the voice of the customer and product feedback.
Good people to invite internally are: Marketing, Product, Sales Leadership for consistent access to market intelligence, which can be used in some of the following ways:
~ Market Intel Quickstart
~ Competitive Intel
~ Product Feedback
~ Company OKR Support
Additional: Set Role-Based Permissions
If you'd like to customize your team's experience even further, we allow you to customize what sorts of actions each role type (Manager, Rep, etc) can make. For example, you can enable peer-to-peer coaching by letting Reps have the ability to complete Coaching Scorecards.
To learn more about permissions, click here.
All done inviting users? Proceed to the next steps: