Before you add new SalesNOW users, set up your teams as described in Setting Up Your Teams. To add new SalesNOW Users within SalesNOW on the Web follow these steps:
Click Setup | Account Administration | Users |
To create a user, click new user
Enter the user's information:
Team select the user's team by clicking the magnifying glass
Enter Basic Information including name, email and password
Select Access Level General or Administrator. Setting the user as an Administrator allows them to also access Administrator Setup Options.
Select Team Role either Team Member or Team Leader. A Team Member can only access their personal data. A Team Leader can access their personal data and the data of their team members.
Enter Other Preferences such as language preferences and whether the user will have the rights to export data and run reports.
Click save and close.
Note: To add additional SalesNOW users, your Member Licenses must be greater than your Active Members.