How to Add Multiple Roles to a Sub-User in REsimpli
Step 1: Open the Manage Users Page
Go to Settings, then select Manage Users.
Step 2: Select the User
Click the user you want to update.
Step 3: Open Role Assignment
Go to the Role Assignment section.
Step 4: Add an Additional Role
Select the new role you want to assign to the user.
Adding a new role will append additional access and permissions to the existing user profile.
Step 5: Configure Role Access
For the new role, configure:
Lead Access
Market Access
Campaign Access
Existing Lead Access
New Lead Access
Step 6: Update the User
Click Update User to save the additional role and permissions.
Step 7: Add More Roles if Needed
You can return to the Role Assignment section anytime to add more roles to the same user.
Step 8: Contact Support if Needed
Reach out to REsimpli support if you need assistance managing user roles or permissions.