To manage your Users, head to the Users Management page by going to Settings and clicking on Users. Users can only be managed by the Administrator of the RevOps Account.
Once on the User Management page, you will learn how to:
On the User Management page, you can keep track of every User in your account, the number of paid and free licenses in your account, as well as the plan you are currently on.
There are two types of User Licenses assigned to each user in your account.
To start adding new users, click on "+ New User"
And enter the relevant information about the user:
Once you’ve saved the new user’s profile, an email notification would be sent inviting them to join you on RevOps.
This user can now also be added to any teams you create.
To edit the information for any existing users, such as:
Simply find the user in the User Management list and click "Edit"
Once you've edited the user's information, hit "save".
Please note that if you update the name, email, or title of any user, existing deals already created will not be updated. The new name, email, or title will only be applied to new deals created or existing deals that have been updated.
To remove a user from your account first, edit the user.
On the bottom left, you'll see a red button to "Delete user"
Once you've deleted the User, they'll be noted with the status of "deleted"
When a user is deleted:
If a user was deleted by mistake, the user can be reactivated, by editing the user information and changing the "Status" of the user.
.svg){kind=logo}
