By following these steps, you can easily assign roles to new users and handle pending invitations, streamlining user management within the platform. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
1. Navigate to SalesAi
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Log in to SalesAi and navigate to the Settings section.
2. Access Manage Users
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In the left-hand menu, click on Settings.
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Select Manage Users under the Settings section.
3. Invite a New User
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Click Invite User.
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Enter Email: Input the email address for the new user.
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Assign Role: Use the dropdown menu to assign either the Sales Manager or Sales Representative role.
4. Send the Invitation
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After entering the email and selecting the role, click Invite User.
5. Confirmation of Invitation
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A confirmation message will appear once the invitation is successfully sent. Click Thanks to acknowledge.
6. Pending Invitations
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The newly invited user will appear under the Pending Users section.
7. Manage Pending Users
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Find the pending user in the list.
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To withdraw or resend the invitation, click the three dots to the right of the user’s name.
✅ Key Takeaways
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Admins can invite users by email and assign them specific roles.
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Invitations must be accepted by the user to complete account setup.
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Pending users can be managed directly within the Manage Users section by either withdrawing or resending invites.
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