Adding Users - Web

Article Overview

This article will demonstrate how to edit the permissions required to create new users, how to access the Users tab from the SalesRabbit Web App, and how to add/create new users for your SalesRabbit workspace.

Note: Adding users may affect your billing.

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.

Part 1: Manage Users Permission

This part will demonstrate how to enable/disable the "Manage Users" permission for your role. The "Manage Users" permission determines whether a role is able to create/edit users in your SalesRabbit workspace. Your role will need this permission enabled in order to edit users for your account.

• From the SalesRabbit Web App, select "Settings" from the left hand menu -> "Roles & Permissions".

• Select the role you'd like to edit this permission for -> use the toggles to the right to Enable/Disable the following permission for the chosen role.
  • "Manage Users" Permission: ability to view all users in a specified level with the ability to create and edit a user of an equal or lower rank.
  • Note: this permission is enabled by default for the Owner and Admin Roles.

Part 2: Navigate to Users

This part will demonstrate how to find the Users page on the SalesRabbit Web App.

• From the SalesRabbit Web App, select "Users" from the left hand menu. 

• The "Users" page allows you to
  • Create and add new users.
  • Deactivate/delete current users.
  • Filter for Active or Inactive Users.

• • View your "Seat Counter" in the upper left corner of the screen. This counter displays how many Users are occupying a seat vs. how many seats your account has already paid for.
    • Note: deactivated users do not count towards the number of seats being occupied.

• • Select on any user to access/edit that User's Info, Additional Info, and Org Assignments.

Part 3: Add a New Users

This part will demonstrate how to add/create a new user for your SalesRabbit workspace.

• To add/create a new user, click the "New" button in the upper right corner of the Users page.

• Enter in the new user's:
  • First Name: this is the only required field.
  • Last Name: not a required field, but recommended.
  • Email: this email will also functions as the user's username for the mobile app.
  • Select their Role: the assigned role will determine the access the user will have in both the web and mobile app.
  • Assign them to an Org Assignment: choose the department, region, office, or team the user will be assigned to. 
    • Note: if the user is going to be assigned to areas/territories, the user needs be assigned to an Office or a Team. Otherwise they will not appear as an option to assign an area to.
  • Start Date: this field will auto-populate with today's date, however, it is possible to set it to a later date.
• Once finished, click "Create User".
• That user will then receive a welcome email where they can set their password. Once the password has been set, they'll be able to access the mobile/web app according to the permission their Role provides.

• The new user will now be apart of the list of Active Users and will occupy a seat in your workspace.
• Note: Owners and Admins are able to add users at any times. If your account's seat counter is fully occupied, additional users can still be added. However, accounts should expect to receive a prorated invoice for the additional seat.

Pro Tips

• SalesRabbit recommends deactivating a user vs. deleting a user.