Overview
SalesExec allows administrators to add new users to the platform and control their access through roles, permissions, and branch assignments. User accounts determine who can log in, what data they can view, and which actions they are authorized to perform within the system.
Adding users correctly is essential for onboarding new team members, maintaining security, and ensuring each user has access aligned with their job responsibilities.
Key Functionality
Create new user accounts within specific branches.
Automatically generate display names and usernames to streamline setup.
Assign roles that define baseline system access.
Apply custom permissions to extend or restrict role-based access.
Enable RingResponse access for users who require calling or SMS functionality.
Manage users across multiple branches from a centralized settings area.
How to Use This Feature
Navigate to More > Settings > Users.
Click the silhouette icon for Add User next to the Branch you are adding the new user to.
If you need to add a new Branch to create a new team for your new user, click the Add New Branch icon next to the Corporate level account, then add the branch name and save the new branch to continue adding the new user.
Fill in the new user's details. The only required information is the first name, last name, email address, and password.
The user's display name will auto-populate as the combination of their first and last names, and the username will auto-populate as their email address. Either field can be changed if needed.
Use a strong (preferably randomized/encrypted) password when creating accounts. You can choose to pass along this password to the user for their initial login, or provide them with instructions for resetting their password to get started.
Save the user's information to create the account. Under the Roles tab, you can select the appropriate roles for the user, and you can apply custom permissions for the user under the Permissions tab.
If the user needs access to the RingResponse system, navigate back to the user list, find the user account in the list, and enable a RingResponse seat for the user account.
Best Practices
Assign roles based on job function to limit access to only what the user needs.
Use custom permissions sparingly to avoid creating inconsistent access patterns.
Group users by branch and role to simplify administration and reporting.
Regularly audit user accounts to disable access for inactive or former employees.
Ensure RingResponse seats are only enabled for users who actively use phone or SMS features.
Troubleshooting
If a user cannot log in, verify their username, email address, and password were entered correctly.
If expected features are missing, review the assigned role and confirm required permissions are enabled.
If RingResponse features are unavailable, confirm that a RingResponse seat is enabled for the user.
If a branch is not selectable during user creation, ensure the branch exists and is properly saved.