User Roles and Management
- Anne Wilson
Add a new user
Go to the Admin > Users > Invite User
Click on Create User Invitation
Enter their email and set an appropriate Role.
Add other optional settings
They will be sent an email prompting them to sign in. Please ask them to follow the instructions in this email.
You need to be a Business Admin user to invite new users.
Manage existing users
Go to Admin > Users > Manage Users
Click the edit icon next to the user you wish to edit.
Their User Profile will now open, and you can edit any information needed, such as their role, quoting defaults, phone number etc.
You need to be a Business Admin user to manage users.
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 in order for those contacts and quotes to be included 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.
User Roles
See the full list of user roles and what each can and can’t do/access .
Managing Teams and Workflows
See how to group people into teams and manage workflows
Sales Reports
Track sales performance and revenue with Sales Reports