How to Assign Roles to Sub-Users for Task Assignment in REsimpli
Step 1: Open the Manage Users Page
Go to Settings, then select Manage Users.
Step 2: Add or Edit a Sub-User
Create a new sub-user or select an existing user to update their roles.
Step 3: Assign User Roles
Under Role Assignment, assign one or multiple roles to the user, such as:
Acquisition Manager
Cold Caller
Lead Manager
Step 4: Configure Market and Campaign Access
For each role, select:
The markets the user belongs to
The campaigns the user can access
Step 5: Add the User to the Lead Team Tab
To assign lead-specific tasks, the user must be added to the lead’s Team tab under the appropriate role.
Step 6: Assign Tasks to the User
Go to the lead’s Tasks and Appointments tab and click Add Task.
Only users assigned in the lead’s Team tab will appear as available options for task assignment.
Step 7: Update Team Members if Needed
If a role assignment changes in the Team tab, the available task assignment options will automatically update.
Step 8: Contact Support if Needed
Use the Help Desk icon for live chat, email, SMS support, or to schedule a support call.