How to Invite Teammates - Add / Edit a user? Follow

Users are individuals who have specific logins and passwords and a set of attached privileges at various access levels. A user is one who manages records, their own or those shared by other users, within the organization.

• How to Invite Teammates
• To add a User
• To edit a User
• To delete a User

How to Invite Teammates:

• You can Invite your Teammates from the Dashboard, using the Welcome Widget by clicking on Invite your team.

• Enter Last Name, First Name, and Email of the proposed user 
• Click on Invite.

In case you have removed the welcome widget, you can follow the below steps to Add User from the Setup

To add a user:

• Navigate to the Profile Icon in the top right corner.
• Go to Setup 
• Head over to the Users & Permissions section
• Click on the Users

• Click on +User

• Fill in the requisite details
• Enter the desired Profile & Role
• Click on Save

NOTE: You can also set Email Signature and Restrict the user login to a specific IP / Network.

To edit a user:

• Navigate to the Profile Icon in the top right corner.
• Go to Setup 
• Head over to the Users & Permissions section
• Click on the Users

• Hover over the user's name and click on "View" under Actions.

• Hit the Edit button to Edit /update the record from the top right of the screen.

To delete a user:

• Navigate to the Profile Icon in the top right corner.
• Go to Setup 
• Head over to the Users & Permissions section
• Click on the Users

• Hover over the user's name and click on "View" under Actions

• Click on the "Delete" option from the top right.

• The user can not be deleted if they have records associated with their account.