All Collections
Managing Users & Groups
Managing Users & Groups

Adding/removing users, creating groups.

Updated over a week ago

How To Add New Users

To add new users, simply go to settings>user and groups. Then, click add a new user on the top right. Follow the prompts to complete the setup.

To remove users, go to settings>users and groups. Then, select the dropdown next to the user's name you wish to delete.

The following step will ask what current user should take over that user's tasks and assigned deals.


Groups can be used to create user roles, set permissions, and limit access. In addition, groups can be used to group a type of users such as a sales associate, or virtual professional.

Creating a Group

To create a new group to manage, go to Settings>User & Groups>Groups (at the top of the menu) and then finally click "Add a Group".

Did this answer your question?