Adding a User to Sell

You can add a user to your account if you have enough licenses in your Sell subscription.

You need admin rights to add users.

This article covers the following topics:

User creation (Team and Professional)
User creation (Enterprise and Elite)
User creation (Team and Professional)

When you create a new user, you can choose to provide limited or full access permissions (see Understanding Access Levels and Privileges).

How to create a user

Click the Settings () icon and select Manage > Users.
Click New User.
Note: If you do not have enough licenses, you will be prompted to add more licenses to accommodate the new user (see Adding and Removing Licenses).

Under Add new user, enter the following details:
Full name: is the name of the user that will be displayed in the Sell.
Email: This is the email address to which activation instructions are sent and also the address the user will use to enter the Sell.
Assign Permissions: Select whether you want full or limited access. See the access levels definitions.
Leads (visible if you selected Limited Access): Select whether the user can view and update all leads in the account or just their own leads.
Contacts (visible if you selected Limited Access): Select whether the user can view and update all contacts in the account or just their own contacts.
Existing and Prospects (visible if you selected Limited Access): Select whether the user can view and update all existing and potential customers in the account or just their own existing and potential customers. A lead is a contact with an active opportunity, and an existing customer is a contact with a closed opportunity.
Opportunities (visible if you selected Limited Access): Select whether the user can view and update all opportunities in the account or just their own opportunities.
Admin Permissions: Check the box to grant the user full administrative privileges (see Managing User Permissions).
Click Send Invitation. The new user is created and an activation email is sent to the email address specified by you.
When the user clicks the activation button contained in the email, a browser is displayed and the user is prompted to complete their account registration.

When the user clicks Complete registration, the account is activated.

User creation (Enterprise and Elite)

With the Enterprise and Elite plans, if you enable advanced permissions, you can specify more granular access or create custom roles to define permissions that can be applied to multiple users.

If you want to work with custom roles, you will need to create one or more roles (see article on setting up a role).

If you don't want to work with custom roles or individual user permissions, use these instructions to create a new user.

User creation (Enterprise and Elite)

Click the Settings () icon and select Manage > Users.
Click New User.
Note: If you don't have enough licenses, you will be prompted to add more licenses to accommodate the new user (see Adding and Removing Licenses).
Under Create a new user, enter the following details:
Full name: is the name of the user that will be displayed in the Sell
Email: This is the email address to which the user's invitation is sent and also the address the user will use to enter the Sell.
Manager: The user's manager.
Group: The group this user is a part of, if one is defined (see Working with teams and groups in Sell). The default setting is None. You can create a new group here and add the user to it.
Pipelines: If you have multiple pipeline opportunities specified, choose which pipeline the user will use.
Role: select a role. You'll see one or two roles if you've defined custom roles.
Configure Permissions: If you select a role, this section is hidden. This is because you specify permissions on the role. If you haven't selected a role, specify at a granular level to view, create, update, reassign, and delete your user's permissions when working with contacts, leads, and opportunities.
This user has administrator privileges: check the box to grant the user full administrative privileges. See Managing User Permissions).

Click Save. Your new user is created and an activation email is sent to the email address specified by you.
When the user clicks on the activation link contained in the email, a browser opens and the user is prompted to complete their account registration.

When the user clicks Complete registration, the account is activated.