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Team Management

Learn how to add users & manage your team.

Sushant Shekhar avatar
Written by Sushant Shekhar
Updated over a week ago

Hey there πŸ‘‹πŸ»,

Sales is surely not a one-man job!

SalesBlink allows you to add your team members easily & also monitor their work.

πŸ™‹πŸ»β€β™€οΈ Adding Team Members

Follow these steps to add your team member,

  1. Head over to Users page.

  2. Click Add User on top right.

  3. Enter the email address and choose appropriate permission level for them.

  4. Click Send Invite to send an email invite.

Once your team member accepts the invite, they will be added to your team. πŸš€

πŸ—‘οΈ Removing Team Members

Removing team members is super simple, just click the πŸ—‘οΈ icon next to their name from Users page.

✏️ Updating Team Member Details

Click the yellow pencil icon corresponding to the name of the team member to edit their details.

You can edit the email address & permission level.

Note: If you change the email address, they will have to use the new email address to login next time.

Hope this helps you bring your team to SalesBlink. πŸ‘¨πŸ»β€πŸ€β€πŸ‘¨πŸΌπŸ‘¨πŸ»β€πŸ€β€πŸ‘¨πŸΌ

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