How to Add a User to Your REsimpli Account
Step 1: Open the Manage Users Page
Go to Settings in the lower-left corner, then select Manage Users under General.
Step 2: Add a New User
Click Add New in the upper-right corner.
Step 3: Enter Basic User Details
Provide the user’s:
Name
Country
Phone Number
Email Address
Then click Save Basic Details.
Step 4: Assign User Roles
Select the user’s role and configure:
Team assignment
Campaign access
Existing lead assignment
New lead assignment
Click Add Roles once completed.
Step 5: Configure Lead Permissions
Set the user’s lead access and permissions, including:
Lead visibility
Lead assignment permissions
Access levels
Click Save Lead Access.
Step 6: Configure Module Permissions
Choose which modules the user can access and assign permission levels such as:
View Only
Full Access
Save the module permissions once completed.
Step 7: Add the User
After all required permissions are configured, click Add User.
The user will receive an email invitation to create their password and access the account.
Step 8: Contact Support if Needed
Use the Help Desk for live chat, email, or SMS support if you need assistance.