Overview
SalesExec allows administrators to add new users to the platform to support lead management, sales activities, reporting, and administration. Each user can be assigned specific roles, permissions, and organizational settings to ensure they have access only to the tools and data relevant to their responsibilities.
Proper user setup is critical for secure access, accurate reporting, and efficient lead handling.
Key Functionality
Create new user accounts within SalesExec
Assign roles and permission levels
Control access to leads, reports, and system settings
Associate users with branches or teams
Enable accurate ownership, routing, and activity tracking
How to Add a New User
Navigate to the Users screen from the Settings Page
Click the silhouette icon for Add User next to the Branch you are adding the New User to
A box will pop up to enter the User's information
Click Save
Image 1.1 Navigate to Users
Image 1.2 Add a New User
Setting Permissions
After saving, you are provided the option to edit the account role and its permissions.
In the Edit Account screen, your default User Roles are automatically applied. You can adjust them as needed.
You can always adjust the Use Role later by navigating back to the user and selecting the Pencil (Edit) button from the Manage Users screen.
Change Password is available for someone with Administrator access to reset or change a password for a User if needed.
Image 1.3 Edit Account and Advanced Settings Tab
Image 1.4 Manage Users
Permissions – It is possible, depending on the account, that not all Account Permissions are enabled. You can override the permissions for an individual account to provide access to functionality not typical to that particular role.
For example, you may have a Team Lead, who needs the ability to administer parts of ClickPoint that is not typical of the User Role, you can institute an override.
Select on the arrow to allow for a drop-down to select Inherit, Deny or Allow.
Inherit is the default and the user will inherit the default permissions for that role.
Deny will prevent that permission even if it is allowed by default for the User Role.
Allow will enable that permission even if it is set to deny by default.
Image 1.5 Permissions
Note: Click Save Account Settings when complete
Best Practices
Use clear naming and role conventions for easier administration.
Assign permissions conservatively and expand access only when needed.
Review user access regularly, especially after role changes.
Disable or remove users promptly when they no longer require access.
Keep branch and team assignments up to date to avoid routing issues.
Troubleshooting
If a user cannot log in, verify their account is active and credentials are correct.
If a user cannot see expected data, review role permissions and branch assignments.
If leads are not assigning correctly, confirm the user is included in routing rules.
Check notification settings if users are not receiving system alerts.