General Information
Your organization can have different user account types, setup based on their job role, different permissions and settings access.
Main categorization of user accounts is:
System administrator
Broker
Processor (Assistant)
Enterprise main organization system admins have the option to be added as Managing Agents to any Group or Branch under the Enterprise. This type of access allows them to manage all other user accounts.
Broker accounts have the Mentor addition. Brokers can also be setup as system admins (no additional charge).
All account type settings are restricted to Admin accounts.
More information between the admin and non-admin accounts can be found in our 'User Roles - Admin vs Non-Admin users' article.
Add new account
Performing the addition or removal of user accounts is restricted only to Organization Owners (standalone Salestrekker) or Managing Agents (enterprise Salestrekker).
To add new user go to Settings > Users > Add New orange button in top right corner of the page.
In the following popup window, add their correct email address, first and family name and click Save.
User will get an email inviting them to Salestrekker. The email will contain the link to their login page and temporary password.
Once user is added, you can set their account role (admin, broker, processor, mentor).
You will also need to add them to a workflow they will participate in.
Go to Settings > Workflows and select each workflow where users will participate. Inside the Add team members field, type their name in and pick from drop down.
Remove/delete user account
To remove user, simply click the checkbox next to their name, then click on Actions button (top right corner) and choose Delete.
When fully removing a user from the organization, you will be asked to allocate all their work to another user (deals, contacts, tasks, notes).
All ownership of the deleted user will now be transferred to the user you chose.
Disable user account
Alternatively, to keep user data allocated to the past user, you can simply disable their user access.
They will lose access to Salestrekker, and all their deals and data will remain in the system under their name.
Users can be activated again, and their access to system will be reinstated.
Disabling (deactivating) a user account will not remove it from billing. You will still be charged for deactivated user accounts just like for the active ones.
To remove someone from billing, their account will need to be fully delated from the system.
The "Disable" option will only be available for Organization Owners.