Hooray! It’s time to invite your team and give them access to the power of conversation intelligence. 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 firstname.lastname@example.org
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 "Add New User".
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: From CRM or By Email. Click here for Best Practices for setting up teams include ensuring your Chorus teams parallel your Org Chart.
Inviting Individual Users by Email
Step 1: If there are users you would like to invite to Chorus that are not in your CRM, you can use the By Email section. Enter their email address and click Add To List.
Step 2: You’ll need to fill in some additional user details before clicking Send Invites:
- Role Type (e.g. Manager AE/Other)
- License Type (Recorder or Listener)
- Reports To (i.e. select the user, or email address, of their direct manager) - this is new with our latest release! Keep reading below to learn more.
PRO TIP: Best practice is to start inviting the leadership of your organization (e.g. Admins, Sales Leaders, Front line Managers) and working your way down to front-line reps. This will make it a breeze to add each successive group and have their manager already in the system, which means you can build out the team hierarchies layer by layer. It will also ensure we properly nest teams.
Don’t worry, if you add a user whose manager is not already created, Chorus will prompt you to define the Manager’s email address so they can be added to Chorus as well.
To learn more about editing Users and Teams, see the How-To section below.
Teams & Hierarchies
If you already have teams and users set up, here’s how to turn your teams into a multi-tiered hierarchy that reflects your organization.
With our latest release, each Team now has a field to designate the Team Manager. Ideally, all people on that particular team should report to this Team Manager in your organization's org chart.
This also means if we were to look at any of the individuals on this PED team, for example, we would see that that person reports to Dominik:
You'll also see this nested hierarchy when filtering by Teams:
In the above scenario, clicking "Leadership" will then automatically select all the teams nested under it (PED, Design, Engineering, Katya's Team, Product, and Kohki's Team); clicking "Engineering" will automatically select both Engineering and Katya Zdorov's team.
Step by Step:
If you are a legacy Chorus customer and need to switch your users over to this new hierarchy system, here's how:
- Start on the Teams and Data Access Tab in User Management
- Click into your most senior team (eg. Leadership) first and select a Team Manager (likely the CEO or other).
- Repeat this process of editing your teams > selecting a team manager and work your way down to your front-line reps teams.
- Confirm that your hierarchies are set up properly by making sure each team manager reports to the correct person. In the example below, I can see that Grace, Erik and Alice report to Dominik, and Dominik reports to Jim.
You may also do the same process of assigning who reports to whom by editing each individual user, though it will be much faster to do it at the team level and start with your most senior team. If you do decide to edit each individual user, we highly recommend starting with your front-line reps and working your way up to leadership for the smoothest experience.
To resend an invitation, visit the "Send Invites" tab, click on the gear icon next to the user in mind, and click "Resend Invite." This user will receive another email inviting them to Chorus. If the invitation was sent in error, clicking "Deactivate User" will prevent their access to Chorus.
Updating Recorders & Listeners
Step 1: Navigate to User Management to view your user list.
Step 2: Scroll down to the user that you want to edit, click on the gear icon next to their name, and adjust their license type.
Changing who a user Reports To may update what Team they're on. Chorus will automatically move someone to the same team as the person they report to. If the person they report to is not already a Team Manager in Chorus, then a new team will be automatically created titled: "[Team Manager's name]'s Team" and if that person was on a different team before this change was made (ex. Sales), then this new "[Team Manager's name]'s Team" team will be nested under Sales in the hierarchy.
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
Optional: 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: