How to Add and Manage Users

Modified on: 2014-11-05 09:17:30 -0600


SharpSpring enables you to add and manage users. You can designate which employees have access to all of SharpSpring's tools and limit access for others. The following video will show you how to add and manage users in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience. ​



Step-by-Step Guide to Add New Users 

Step 1: Click on the gray “System Admin” button in the upper right corner of SharpSpring.

Step 2: Select “Settings.”


Step 3: On the left side panel, under the section labeled “My Company”, click on “User Accounts.”
 


 

(Note: SharpSpring allows you to personalize your account using gravatars.)

Step 4: Click on the gray “Options” button in the top right corner of the page (looks like a gear).

Step 5: Select “Add User.”


Step 6: Enter the user's name and email address then assign them a temporary password.


Step 7: Assign “User Role” status. Site Admin, Company Manager or Salesperson. More information on these user roles, can be found here.

Step 8: Scroll down the page and select if the user has a CRM Salesforce account.

Step 9: Choose whether the user is to receive a daily or weekly email with the new website prospects from VisitorID.

Step 10: Choose whether the user is to receive their managed clients VisitorID emails.

Step 11: Click on the list of managed clients the user is allowed to manage in SharpSpring.


Step 12: Click on the green “Save Changes” button. You have successfully added a new user!

You should now have a better understanding of how to add and manage users in SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com.


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