Click: Settings> Manage Users >Add User (left hand side of page)>Enter Contact details/Access permissions/Branch Setting/Role>Save

An email will be sent to the new User with a link to create their own unique Exsalerate password.  

Note: Check the spam folder if they haven't received the email within 5 minutes, if found mark as 'Not Spam' via your email client. 

Access Permissions

There are 3 different access levels within Exsalerate;

  1. Administrators = Access to everything. 

  2. Sales Coordinators = Access to everything apart from the settings menu.

  3. Team Members = Access to their own reports & customers sales data but can't access other team members reports or total sales revenue. 

Emailed Reports

There are two reports we can automatically send users by email.

  1. Daily To-Do list

  2. Weekly To Do list

The daily To Do List is emailed overnight so it's in the users inbox when they arrive to work each day. 

The weekly To Do List is emailed over the weekend so management & users have a snapshot of the activities planned for the week.

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