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Setup Guide
Add New Exsalerate Users
Add New Exsalerate Users

Invite your team to Exsalerate so everyone's working from the same page.

George Hampton avatar
Written by George Hampton
Updated over a week ago

Add new users to your Exsalerate account at any time, an email will be sent to their email address 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 it 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 user's 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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