Page background
Support item image

2. Adding users

The Users page lists everyone who can sign in, with their Email, Lockout Date Licence, Customer Filters, Language, Access level and whether they are active.

  1. Add the user

    Click Add New User, enter their email address and click Create User.

  2. Set their details

    Click the new email address in the list to open Update User and set their access level and anything else they need (page 3).

  3. Set a password if needed

    The key icon on a row opens Change Password: type the new password twice and save.

The Users page: an Add New User button above a table of users with email, lockout date licence, customer filters, language, an access level badge reading Rep, Manager or Administrator, and an active tick, plus a key icon on each row.
The Users list. Click an email address to edit that user; the key icon sets their password.
The licence date is fixed by Salesmatrix

Lockout Date Licence is the last day that person can sign in. It is shown here but changed by Salesmatrix, so contact support to extend it.