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How to Add a Staff Member

Learn how to create and add users to your account.
DB
Danielle Bayless
Updated 2 years ago
Ready to add a staff member to your SalesTrax account? 
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Please note, only admin accounts will be able to add staff members.

Step 1: Go to settings in the control menu on the left side of your screen and scroll down to settings. Click on settings.


Step 2: Next, scroll down to "My Staff" in the Settings menu.


Step 3: Once you open the "My Staff" page, close (by clicking on the X or ignore button) any notifications or banners at the top of the page. They will resurface every few days until you're ready to complete the setup.

If you don't have any notifications, skip to the next step.


Step 4: Find the green "Add Employee" to add a new user to your account.

Step 5: Open each section of the pop-up to add your user details (like name and email) and to set account permissions.


Step 6: When you're done, click "Save" at the bottom of the page. Your added user will be sent an email inviting them to join your account. If they don't see it, ask them to check their spam account.
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