User Management

Manually Adding New Users
To add a new user, click "+New User" at top right of the Users Overview page, or the + button next to the word "Overview" on the left me...
Fri, 25 Feb, 2022 at 8:36 AM
Automated User Account Generation
In addition to being able to manually grant users access to your sales app via the CMS (click here for details), there are several other ways to create user...
Fri, 25 Feb, 2022 at 3:29 PM
Editing Users
When editing a user, you can change their first and last name, email address, phone number, password, profile(s), group(s) and/or deactivate them.  Note...
Fri, 3 Jan, 2020 at 12:06 PM
Profiles
Profiles are segments of list items and content.  • Profiles are subtractive (all profiles start with all List Items and Content; individual items are remo...
Fri, 3 Jan, 2020 at 12:09 PM
Groups
Groups are used strictly to track analytics or filter users for communication.  • Groups can be used to track regions or distributors rep’s analytics.  • ...
Fri, 3 Jan, 2020 at 12:09 PM