Add a new user
Admin menu
Invite User
Enter their email and set an appropriate Role.
They will be sent an email prompting them to sign in
You need to be a Business Admin user to invite new users.
Manage existing users
Admin menu
Manage Users
Click
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.