Managing users in Salespeak is straightforward, enabling you to collaborate with your team efficiently. Below is a guide to help you invite users, assign roles, and troubleshoot any issues.
Inviting Users to Salespeak
-
Navigate to User Management:
- Log in to your Salespeak account.
- Click on the profile icon (top right corner) and click on "Invite your team"
-
Add a New User:
- Click the Invite User button.
- Enter the new user’s email address and Full name.
- Assign a role:
- Admin: Full access to all system features and settings.
-
Read-only: Limited access, primarily for viewing data without editing permissions.
-
Send Invitation:
- Once the email address and role are set, click Invite.
- The system will send an invitation email to the specified address.
Managing Roles
- You can change a user's role at any time:
- Navigate to User Management.
- Locate the user in the list.
- Click the Edit Role button and select the desired role.
- Confirm your changes.
Troubleshooting Invitations
If a user does not receive the invitation email:
- Ask them to check their Spam or Junk folder.
- Ensure the email address entered is correct.
- If the issue persists, please contact our Support Team at support@salespeak.ai for assistance.
Unlimited Users at No Additional Cost
Salespeak supports unlimited users per account. You can add as many team members as needed without worrying about extra charges. Collaboration has never been easier or more affordable.