Article Overview
This article covers how to set up your Org Chart in SalesRabbit so you can add Users & get your team started with SalesRabbit.
Note: All role types are charged the same way. Meaning, all active users in SalesRabbit facilitate a user license regardless of their role (Owner, Admin, Rep). Billing updates automatically when profiles are added to the SalesRabbit system.
Note: Area assignments are associated with "Offices" in SalesRabbit. As such, is best practice to customize your Org Chart before adding users to your SalesRabbit account so that your users can be assigned to the correct areas.
Part 1: Configure Your Org Chart
- Log in to your account by going to app.SalesRabbit.com from a browser. (Google Chrome is recommended)
- Click Settings on the left-hand menu.
- Select "Org Chart" in the Users column.
- To rename your Department, Region, or Office - click on the Org Section that you want to change, and click on the Pencil icon.
- After customizing the Org Name, click "Save" in the bottom right.
- Recommended naming practices are given at the bottom of this article under Best Practices & Tips.
- If you need to add additional Departments, Regions, Offices, or Teams:
- Click NEW in the top right.
- Customize the Org Name.
- Be sure that the appropriate level you are creating is selected.
- Select the Hierarchy Level that the unit you are creating falls under.
- Click SAVE.
Part 2: Adding New Users
- Click Users on the left-hand menu.
- To add a new user, click on NEW on the top left.
- Enter the user's First Name, Last Name, and Email Address in the indicated fields.
- From the "Role" dropdown, select the appropriate Role for the User based on the permissions that they need within SalesRabbit.
- Under "Org Assignments", select the Office that the user needs to be associated with.
- Note: Area assignments in SalesRabbit are associated with "Offices". As such, users must be added to an office or team in order to be assigned areas.
- Click "Create User".
- Note: After a user has been created, you will be taken to the "User Details" page and the user will automatically be sent a welcome email with a link to set a password for their account.
Part 3: User Details
You can add or edit any of the fields on the User details page. Here are some good points to know when you are first adding users.
- Add Profile Pictures by clicking on the grey avatar. Users can add their own profile picture by logging into the Web App themselves.
- Resend the welcome email to the user by clicking "Send Welcome Email".
- Set a Password for the user by clicking "Reset Password".
- Change the user's color by clicking on the Color Box or hex code.
Pro Tips
If necessary, add some pro tips here. This is where we would suggest things that are "best practice".
- It is best practice to configure your Org Chart before adding users to your SalesRabbit account. This will make it easier to organize your Users for area assignments.
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Org Chart Naming Tips:
- The Department is named "Sales" by default. If you have multiple Sales Departments, it is a good idea to add each department and name them after the industry type your reps are canvassing for. Example: "Solar Sales" or "Roofing Sales"
- Regions are best named after the state that you operate in. Creating a Region for each state is a good idea.
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Offices are best named after a City or County where your Canvassers will be knocking. Or the location of your physical Office.
- Teams are typically only used if you have many users in one office and you want to split them up between teams.
- When a SalesRabbit user exits your company, instead of deleting their user, you can set their profile as "Inactive." This will remove them from the app. Inactive user's Leads will be preserved, but no longer accessible until the user account is marked as active. Therefore, it is easier to transfer the Leads to another user before marking an account as inactive.
- Refrain from "Deleting" a profile - if you need to ever use the email address again, you will be required to reach out to our Support team to recover the email from our database. Deleting a user will also permanently delete all Leads owned by that profile. Marking a user as "inactive" is the best practice.
- Upload a photo for the individual to more easily identify their User Location path from the mobile app (if you choose not to upload their photo, their stamp will appear in a generic avatar profile colored in their user color assignment).
- Include their phone number. If you do, it will be easier for our team to reach out to them if they ever need SalesRabbit assistance.
- It is best practice to assign every user to an Office regardless of role type (ex "Owner," "Admin," etc).