Users with admin or regional access and capabilities can easily add employees to the Overview page of any community. By assigning roles to a user, admins and regionals can not only list their title and role but also assign web leads to that user. Additionally, they can easily reassign open prospects, scheduled activities, and messenger conversations from previous users to new users who fill that role.
To add a new user with no pre-existing role to the Overview, click the "+" icon located on the right-hand side of the page:
Next, fill in the text boxes to list their title, role, and the user's name. *Note: the user must be added in the database to appear in the user list of this screen. Additionally, if that user is responsible for managing new inquiries and prospects, the box titled "Auto assign web leads" should be checked. To save this information, click "Assign." A globe icon will appear next to the name of anyone being auto-assigned web leads.
To Edit user roles and reassign activities and prospects, see this article: https://welcomehomesoftware.zendesk.com/hc/en-us/articles/28694749307284-Editing-Roles-and-Reassigning-Activities-Prospects