Adding Users (Web)

Article Overview

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TIP: Adding users is not the same as reactivating users. If you are wanting to reactive a user, follow the instructions on the Reactivating an Inactive User article.

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Part 1:

This part will explain how to add users to your SalesRabbit account.

• Users are added in the Web App (app.salesrabbit.com).
• Navigate to "Users" on the left hand side.
• Once there, you can add a new user by clicking the "New" button in the upper right corner of the page.

• A small window box will open. Here you will fill out the needed user information and assign the user an "Org Assignment" and "Role".
  • Create New User Information:
    • First Name: this is the only required name field
    • Last Name: not required but recommended
    • Email: this email address will also be the user's username for the app
    • User Role: assign the new user to a role. The assigned role will determine how much access the employee will have in the web and mobile apps.
    • Org Assignment: provides the options of where you can initially assign a user
      • Note: If a user is going to be assigned areas, they need to be in an office or a team.
      • Selecting an Office: In the below example, the Department is "Roofing Sales", the Region is "Idaho", and one of the Offices is "Island Park". Clicking the arrow to the left of each level will expand the levels living underneath each Org Assignment.

• • Start Date: This field will auto-populate with today’s date, however, it is possible to set it to a later date.
• Selecting "Create User" will add the user to your Active Users list and also automatically send them a welcome email with a link to set their password.

Pro Tips

If needed, link to the next section: Help Center Section