FAQ: How to Add a New User to Your Account?
Answer:
To add a new user to your account, follow these steps:
Navigate to your profile in the top-right corner and select 'Manage Users'. The 'Users' window will open.
2. Click 'Add New' in the top right corner. The 'Add User' window will open.
3. Fill out the fields.
a. Click the 'Basic Details' fields, and fill out the 'First Name', 'Last Name', 'Email', 'Country', and 'Phone'. Hit 'Save Basic Details'.
b. For the 'Role Assignment' field.
Check the box next to the role that you want your team member to have.
Once the role is ticked, answer the questions on the right-side panel, such as Lead Access, Markets, Primary Market, Google PPC, etc. Click 'Learn More' to understand the selected choices. Click 'Add Roles' and confirm the selection by clicking ‘OK’.
c. The 'Lead Permission' is the section where you will assign access or permissions to the added team member.
Click the ‘Assigned’ tab, to provide access to leads, access type, or access permission by status.
2. Click the ‘Permission’ tab to permit the user to do different actions to leads. Note: The toggles are ‘off’ by default. Turn them on to provide permission.
3. Hit 'Save Lead Access'.
d. Module-Based Permissions - this section is where you can give the new team member permissions to the different modules aside from the leads, such as KPI, Marketing, Contacts, General, etc., or other things that the team member will be working on.
Note: By default, the access is set to 'None' or 'Not granted'.
e. Hit 'Save Module Permission' once done.
f. For 'List Stacking Dialer' is a single-line dialer built within REsimpli to make reaching your prospects via cold calling more efficient. Turn the toggle on to grant access. Hit 'Save Module Permissions'.
4. If everything looks good, click 'Add User'. The users will become part of your team, and their names will be added to the 'Users' page.