Adding and Updating Users
Adding and Updating Users
By Gabriel and 1 other2 authors7 articles
- Adding a Branch LocationIf you have multiple office locations, you will want to enable and add a branch location. This article will show you how.
- Adding New UsersAdd new users or branch locations to your SalesExec account. Enable and disable users, and add permissions for each user.
- Update User Name and PasswordUpdate your user credentials or someone on your team if you are an administrator. Change the password or username associated to the account
- How To Update My Account SettingsManage your personal profile, security credentials, email signature, document library, and system notification preferences all from a single, centralized settings page.
- Assigned Pull Distributions for UsersManaging pull distribution assignments at a user level.
- Introduction to User Roles and PermissionsUser roles and permissions make it possible to create levels of account access, roles for different users, and allowed features
- Advanced User Role and Permission ConfigurationWith permissions you can limit what a user views on the toolbar such as contacts, products, reports, Pull feature or lead fields