Managing Users in Salesmate Follow

Topics Covered:

• How to Add a User?
• How to Edit the User details?
• How to Deactivate the User?
  

A User is the one who manages records within the organization, whether their own or those shared by other users.

In addition to accessing the CRM data, some of the users have to perform administrative functions for the smooth running of the CRM account.

How to Add a User?

To create a User,

• Navigate to your Profile Icon on the top right corner
• Click on Set-Up
• Head over to User's & Security category
• Select Users

• Click on +User 

• Add the User details and click on Save

How to Edit the User Details?

To Edit the details,

• Navigate to your Profile Icon on the top right corner
• Click on Set-Up
• Head over to User's & Security category
• Select Users

• Hover on to the User Name, Actions button will appear next to the name.
• Click on the Actions Button and select View.

• Click on Edit option on the top right corner.
• Here you can Edit any details and click on Update.

How to Deactivate the User?

To Deactivate the User,

• Navigate to your Profile Icon on the top right corner
• Click on Set-Up
• Head over to User's & Security category
• Select Users

• Click on Actions button next to the User Name.
• Select Deactivate

• The User deactivation can be done with two options,
  • Deactivate this User and release the license:

• • Deactivate this User and invite a new user using the same license:

• You can also assign Contact, Company, Activities or Deal records to any other Users.
• Click on Yes to confirm the User Deactivation.