Add New or Manage Existing Users

To add new or manage existing users, first go to the "Manage System" menu and click on Users. From this page, you can do the following:

Add new Users

• Click on the "+" button to add a new user. If you are attempting to add more users that you are currently paying for, you will get a message to add more licenses from the Billing page. If you are in a role within the company that doesn't allow you access to the Billing page, please contact the administrator of the account to achieve your goals of adding Users.
• When creating a new User, please pay careful attention to the Revenue Share field because this will effect the outcomes on the statement analysis interface.
• Make sure that the proper role is selected so that the User can perform their duties within the software in an appropriate manner.

Manage existing Users

• Impersonate-By clicking the Impersonate button, you are now acting within the software as that specific user. You now have the exact same access and permissions that the user has along with the limitations that the user has. Any accounts that you go into will show up on that Users Recently View list. To check up on User's activity, click on the Recently Viewed button. See below for further details.
• Make Inactive-The easiest way to remove a User's access to the software is to click on the "Make Inactive" button which makes the User's login information useless. This should be the first thing you do when an employee leaves your company!!
• Reassign-This feature allows you to reassign all the leads/accounts that a user currently has assigned to them. Simply click the "Reassign" button and follow the instructions for assigning the accounts to one or more other users in your account. Pay attention to the specific instructions regarding Macs versus Windows.
• Recently Viewed-This button takes you to a page with a list of all account that the specific user has viewed along with the date and time that the user was viewing the account.

Remove Users

• To completely remove a User from the system, click on "Edit" and then scroll down to the bottom of the User profile and Delete the user.
• WARNING! It's not always necessary to completely delete a user from your account. In fact, it's recommended that you don't ever remove users. If an employee is no longer with your company, you can always deactivate their profile, thus removing their ability to login and you will not be charged for their accountas long as you have updated the Billing page with the proper amount of licenses. Deleting a User completely from the system means that all history of that User will be removed including notes, tasks, pipeline activity, etc....which will ultimately de-value the data in the CRM.