Creating a new user
Editing users
Deleting users
Managing teams and workflows
Sales Reports
Adding a new user
' Admin > Account > Users > Invite User/ Manage User / Manage Teams '
To add a new user, click ‘Invite User’ option from the admin menu dropdown. You need to be a Business Admin user to invite new users.
Add the personal details and login username/password for the new User and set an appropriate 'Role' for the User under the “Team” section of the User Profile window. Adding teams to group users is optional.
Managing existing users
Click ‘Manage Users’ option from the admin menu.
Click on the edit icon next to the user you wish to edit.
Deleting a user
When you delete a user, you will be prompted to reassign contacts and quotes that have been created or updated by that user. This is required to maintain visibility of contacts and quotes in your list views.
The user account will be completely removed and cannot be reinstated except by inviting the user as a new user account.