Add each user
Settings → Team and security → People → Add user walks through five steps:1
User
Email, name, profile name, first password, team, role, timezone and whether 2FA is required.
2
Salary
Fixed amount, commission percentage, shareholding fee, and tiered ranges if you pay on a ladder.
3
Contacts
The numbers and email addresses this agent will work from.
4
Lead distribution
How many leads per day, Monday to Sunday.
5
Summary
Review and finish.
Then set the rota properly
Settings → Lead Management → Lead distribution:- Quotas per agent per day — 0 means no leads that day.
- Working hours per day, or leave Available 24 hours on.
- Can exceed limit for the agents you trust with overflow.
- An after-hours fallback person, so a lead arriving at 2am is not left unassigned.
- Filter by lead source if different providers should go to different people.