Within your organization, you will see team members come and go.
Most importantly, you want to protect your organization's database when team members leave. From there, you want to make sure new team members are set up and supporting your mission when using Salsa.
For this, we've provided a short list of things to do when someone leaves and steps to take when someone comes into your organization.
A check-list that you may want to write down or print from this page is the following. More details are outlined below.
- Lock and remove access to Salsa CRM and Salsa Engage
- Check the CRM to see what data may have been manipulated or removed
- Create your new team members as constituents and give them access to CRM and Engage
- Giving them access to the training materials and resources we provide
Managing Access and checking data
When you have a team member leave, the first step is to restrict their access to both Salsa CRM and Salsa Engage. This is covered the respective articles below:
If you're concerned about any data compromises within the platform, we have some queries that you can run to review what may have been removed or changed. To see this data, go to Reports>Queries>Advanced Query Wizard. On this page, click on the Built-in Queries tab. If you search on Audit, you will see several queries that outline what data may have changed recently.
Getting new team members on-boarded
With new team members joining, the first step is to give them access to the CRM:
*Please note that if you provide the user with the Salsa CRM Admin role, they will be able to log into Engage from the Tools menu and create a log in.
Once they have a log in, you can have them review our help content from the knowledge base. From there, they can also go to Salsa Scholars to learn more about our platform:
Once they go through our initial training content, they can contact our team to schedule some new user training. This is managed by Salsa's Adoption Team to help them get a high level understanding of our service.
**If 1x1 training is desired for specific tasks or roles, please email email@example.com.
This type of consulting/training does come at a cost.
If you or your team members have any issues taking the steps above, please contact our support team via the Submit a Ticket button at the bottom of this page.