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How to add a user to your Salesfire Dashboard

This section will show you how to Add to User to the Salesfire Dashboard.

How to Add a User to the Salesfire Dashboard

 

When it comes to utilising the Salesfire dashboard, sometimes it is beneficial for more than one person to have access to the service. In order for this to happen the lead account must first invite the new User to the Dashboard.

 

The easiest way to do this is through the dashboard.

 

Using the Navigation Pane on the left hand side of the dashboard select ‘More’

Under ‘More’ navigate to the ‘Users’ section of the dashboard.

 

Under the ‘People’ section of the screen, select the blue ‘Invite’ button on the right hand side of the screen.

This will then open up a pop out which will ask you to complete your ‘Email Address’ & ‘Name’ for the person that you’re looking to invite to the system.

The new user will then receive an invite to the system to login into the Salesfire account with their email address and password.