Inviting new sales users to Revlitix is a straightforward process. Follow these steps to add team members and assign appropriate roles:
Step 1: Access the Settings Module
Navigate to the Settings option in the navigation bar of your Revlitix dashboard.
Step 2: Open the Users Tab
Within the Settings page, click on the Users tab located at the top menu.
Step 3: Click 'Add Users'
On the Users page, locate and click the Add Users button situated at the top right corner.
Step 4: Fill in User Details
A form will appear prompting you to enter the new user's information:
Name: Enter the full name of the user.
Email Address: Provide the user's email address.
Department: Select either Sales or Marketing based on the user's role.
Additional Profile Information: Fill in any other necessary details as required.
Step 5: Choose the User Access Level
Under the Access section, select the appropriate access level for the user:
Manager: Grants managerial permissions.
Custom Role: Allows for tailored access permissions based on specific needs.
Step 6: Send the Invitation
After completing the form, click the Invite button.
An invitation email will be sent to the user. They must accept this invite to access the platform.
By following these steps, you can efficiently add new sales users to Revlitix and manage their access levels accordingly.