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Adding Users to your REISift Account
Adding Users to your REISift Account

Explaining User Management Roles and how to add new users to your account

Kylie avatar
Written by Kylie
Updated this week

Is your team growing? Need to add more users? In this article we discuss User Management roles and how to add new users to your REISift account.

Adding a New User

The amount of users you can add to your account varies per plan:

  • Essentials Plan- 1 user (Sensei/account owner)

  • Professional Plan - 5 total users including Sensei

  • Business Plan - 30 total users including Sensei

To add a new user, click Settings on the left hand side of your account and select the User Management Tab. From the User Management tab, click Add New User at the top right of your account.

Type in your Ninja's first and last name, email address and select their role.

Once this information is complete, click Send invite.

This will send an email for your Ninja to set up their password. The email will be from noreply@reisift.io

These emails are sometimes marked as spam, so check your spam/junk folder if you aren't seeing the email in your inbox. Some email providers block links for emails in the junk/spam folder. In order to click the links and receive future emails, please mark this email as not spam.

User invites cannot be resent. Once you send the invite, we will save the email address in our database. If your Ninja is unable to locate the invite email, they can go to reisift.io and select forgot password. This will send them a new email to set up their password.

Email addresses can be used only once throughout REISift. If a user's name needs to be updated or changed, this can be done from that user's profile. You won't be able to edit their name from your account, however they can log in and change their name or email address from the Settings -> Profile section of their account. To edit name and/or email address, click the pencil icon


User Management Roles and Permission

Each role has different permissions. The roles are organized in order from most to least permissions.

Sensei

  • Account owner

  • Full Account Access

  • Can add billing cards and buy credits

Super Admin

  • Full Account Access

  • Can add billing cards and buy credits

Admin

  • Cannot add billing cards

  • Can buy credits

Marketer

  • Cannot BULK ACTION Delete Data

  • Cannot view/edit billing

  • Cannot Add Credits

  • Cannot change company info

  • Cannot Edit User Management

  • Cannot access Rewards page

  • CAN upload records but CANNOT purchase additional space on upload

Cleaner

  • Cannot BULK ACTION Delete Data

  • Cannot view/edit billing

  • Cannot Add Credits

  • Cannot change company info

  • Cannot UPLOAD Data

  • Cannot Spend Credits

  • Cannot Edit User Management

  • No Integration Access

  • Cannot use "send to"

  • Cannot Export Bulk

  • Cannot create, delete or turn Sequences on and off

  • Cannot access Rewards page

Acquisitions

  • Cannot BULK ACTION Delete Data

  • Cannot view/edit billing

  • Cannot Add Credits

  • Cannot change company info

  • Cannot UPLOAD Data

  • Cannot Spend Credits

  • Cannot Edit User Management

  • Cannot use "send to"

  • Cannot Export Bulk

  • Cannot see records NOT assigned to them

  • Cannot create, delete or turn Sequences on and off

  • Cannot access Rewards page

Dispositions

  • Cannot BULK ACTION Delete Data

  • Cannot view/edit billing

  • Cannot Add Credits

  • Cannot change company info

  • Cannot UPLOAD Data

  • Cannot Spend Credits

  • Cannot Edit User Management

  • Cannot use "send to"

  • Cannot Export Bulk

  • Cannot see records NOT assigned to them

  • Cannot create, delete or turn Sequences on and off

  • Cannot access Rewards page

Lead Manager

  • Cannot BULK ACTION Delete Data

  • Cannot view/edit billing

  • Cannot Add Credits

  • Cannot change company info

  • Cannot UPLOAD Data

  • Cannot Spend Credits

  • Cannot Edit User Management

  • Cannot use "send to"

  • Cannot Export Bulk

  • Cannot see records NOT assigned to SOMEONE including SELF

  • Cannot create, delete or turn Sequences on and off

  • Cannot access Rewards page

Researcher

  • Cannot BULK ACTION Delete Data

  • Cannot view/edit billing

  • Cannot Add Credits

  • Cannot change company info

  • Cannot UPLOAD Data

  • Cannot Spend Credits

  • Cannot Edit User Management

  • Cannot use "send to"

  • Cannot Export Bulk

  • Cannot see records NOT assigned to them

  • Cannot create, delete or turn Sequences on and off

  • Cannot access Rewards page

Prospector

  • Cannot BULK ACTION Delete Data

  • Cannot view/edit billing

  • Cannot Add Credits

  • Cannot change company info

  • Cannot UPLOAD Data

  • Cannot Spend Credits

  • Cannot Edit User Management

  • Cannot use "send to"

  • Cannot Export Bulk

  • Cannot see records NOT assigned to them

  • Cannot create, delete or turn Sequences on and off

  • Cannot access Rewards page

There can only be one Sensei. This role is reserved for the account owner and has full access to the account.

Super Admins have the same permissions as Sensei. They have full access to the account including the ability to add billing cards and purchase credits.

An Admin cannot add payment methods but has access to everything else in your account including purchasing and spending credits.

Marketers can spend credits you’ve purchased by skip tracing or sending direct mail but they cannot purchase additional credits. They cannot edit or view billing and payment methods, change your company information from your account profile, invite or disable users in your account, access Rewards page, or bulk delete data.

Cleaners cannot spend or purchase credits, view or edit billing or company information, invite or disable users from your account, access Rewards page, or bulk delete data. They also can’t upload records or use any of the send to functions so they won’t be able to send records to direct mail or send records to Calltools or Readymode through our integrations

Acquisitions, Dispositions, Researchers and Prospectors have the same permissions, these are similar to Cleaners except they can only see records that are assigned to them. When assigning tasks to these Ninjas, you’ll need to assign the records as well. If you assign tasks to these roles but not the records, they will see the tasks on their task page but the name and addresses will show undefined since they do not have permission to access these records.

Lead manager has similar permissions but they can see all records that are assigned to themselves AND records that are assigned to another user in your account. This was done by design so your lead manager can follow up with any leads your callers receive. They wont be able to access records that are not assigned to any user in your account.


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