Manage Team (Basic): Add and delete account followers

The Firm owner or Admin can make employees follow an account by giving them account access. If you are a team member, go to the detailed article on account followers for employees.

Once an employee has access to an account, they automatically become a follower of that account. Account followers receive notifications about the account’s activity. If you remove their access, they cease being a follower.

There are several ways to give employees access to accounts:

  • by giving them default access
  • by manually assigning them to accounts
  • by assigning them accounts via pipeline automations.

For more details on how to give employees access to accounts, go here.

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