Learn how to add and edit users in Salespath
Assuming you are a tenant admin or manager you will have permission to add or edit users. Users would be anyone whom you would like to be able to access Salespath. This would include anyone from the ownership group, your managers, and of course your sales team.
You cannot permanently delete a user since there might be historical data tied to them. However, you can disable them. Simply click edit on the user in questions, and click the "Deactivate Account" button at the bottom of the page.
- On the left side menu, under “Administration”, click “User Manager”
- Once in the “User Manager” tool, click the “create user” button in the top right corner of the screen
- You now will need to enter the applicable information for the following fields -
- Username: We recommend you try and keep this as simple as possible. First initial and last name is usually the easiest thing for your team to remember on a daily basis.
- Password: Since your team will need to log in on a daily basis, we recommend you try and keep this as simple as possible.
- First Name
- Last Name
- Phone number
- Email: We ask for the email addresses for all members of your team since this is how we send out their marketplace rewards.
- Role: There are three “Role” assignment options - Salesperson, Site Manager, and Tenant Admin.
- "Salesperson" would of course be assigned to anyone on your sales team.
- "Site Manager" would be assigned to the managers for each location. When these users log in they will be shown their location's dashboard by default, although they will have the ability to select other locations as well. If you select the check box for "primary" this indicates they are the one responsible for the location and their name will appear in certain places connected to that location. You can only have one primary manager.
- "Tenant Admin" would be assigned to anyone on the ownership or corporate level of your operation that will want full access to all settings.
If a user will want both the ability to see the dashboard and data AND have a login to occasionally sell on the tablet, you should create two user accounts for them. One with a “Salesperson” role and another as a "Site Manager" role.
- Default Location: For multi location groups, we have the capability to assign a salesperson to either a single location or all locations. They will still be able to login at any location.
- Contact Groups: There are two contact groups: Support and Manager. These groups have to do with which CoachBot messages appear in your Sales Stream when you are logged in. For more information on setting up contact groups, click here.
- Graduating Commission Plan: This is only applicable if you are using a graduating, or tiered commission plan. (Click here to learn more about setting up commission plans.) If a graduating commission plan is being used, select it from the options shown in the dropdown menu. If not, leave this set to “No Graduating Commission Plan”.
- Title: This is how we track commission. If a standard plan is in use, select the commission plan from the drop down menu. If a graduating plan is is use, select which tier you would like to apply to the salesperson from the drop down menu.
- Agreement Group: This is our “End User Licensing Agreement” that will appear to all "Salesperson" role users when they first login to the Salespath tablet. They will be prompted to read and sign a copy of this document. All users will see our default agreement unless you create a custom agreement. You can learn more about agreements here.