Adding and Managing SharpSpring Users

Article Contents

• Adding New Users
• General Information
• User Roles
• Publishing Permissions
• SharpSpring Communication
• CRM Settings
• Administered Pipelines
• Notification Options
• Verifying Email Addresses for New Users
• Updating User Passwords as Administrators
• Updating Personal Passwords as Users
• Deactivating and Reactivating Users

Once in the User Accounts menu, you can begin adding new users. Currently, there is no limit to the number of users you can add.

1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click User Accounts, located under My Company in the left panel.
3. Click + New User.
4. Enter general information for the user.
5. Select the user's role.
6. Select publishing permissions for the user.
7. Select communication options for the user.
8. Select CRM settings for the user.
9. Select administered pipelines for the user.
10. Select notification options for the user.
11. Select clients to be attributed to the user.
12. Click Save Changes.

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When adding new users, you will need to provide basic information about the user.

Enter the following information in the General Information section:

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• Display Name (required)
• Username (required)
• Email (required)
• Password (required)

• Phone (required)
• Phone Provider
• Language

• English
• Spanish

• French
• Italian

• German
• Dutch

• Portuguese
• Romanian

• Turkish
• Slovak 

All users can be attributed a user role. Different user
roles provide access to different areas of the
SharpSpring application. 

In addition, SharpSpring Mail+ has a limited set of user roles. User roles can be changed at any time to change access or restrictions for a user. When adding new users, you will need to set the user as one of the following user roles:

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Refer to SharpSpring User Roles Overview for more information on user roles.

In the Publishing Permissions section, users can have special permissions attributed to them.

These permissions deal with publishing and approving social posts, as well as scheduling and sending bulk emails.

These permissions can be set to restrict the ability for users to directly publish social posts and send bulk emails.

The SharpSpring Communication section provides a way to set users to receive emails and other communications from SharpSpring.

The material that SharpSpring sends will go over relevant things that are happening with the platform, such as product release updates.

The CRM Settings section is where users can be set as having a SharpSpring CRM account. SharpSpring CRM is a powerful customer relationship management (CRM) platform.

SharpSpring CRM provides many features, including custom deal stages, an easy-to-understand pipeline, multiple types of CRM reports—and so much more.

Refer to SharpSpring CRM Overview for more information.

In SharpSpring, the Pipeline feature is a visual representation of a sales flow, and it is the primary tool to use when managing and tracking sales.

When adding users, you can select which pipelines a user has access to by clicking the checkboxes next to individual pipelines.

Refer to Sales Pipeline Overview for more information on creating pipelines.

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• The Receive emails about web prospects for my company drop-down menu provides options on how often you want SharpSpring to send you emails about available prospective tracked leads and anonymous visitors that you should consider investigating.
  
  
• The Do not show me pop-up reminders option disables pop-up windows that display task notification information.
  
  
• The Do not show me pop-up notifications when a lead opens a Smart Mail or clicks a link in a Smart Mail that I have sent option disables pop-up windows that inform a user when leads open Smart Mails or clicks Smart Mail content.
  
  
• The Do not send me notifications for social post or email send approval option disables notifications that appear when users schedule social posts or email sends that require certain user approval.
  
  
• The Do not send me the email highlight report option ensures that SharpSpring will not send you monthly emails containing reports on how your team uses the application.
  
  
• The If not already set up, prompt user about Mail Sync with in-app messaging option provides a notification banner at the top of the application that states that Mail Sync has not been set up for the user.

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1. Open a new tab in your web browser.
2. Navigate to the email hosting service associated with the email address linked to your account.
3. Locate the SharpSpring account verification email.
4. Click Set Up Your Account.
5. Enter a password for the account.
6. Click Create Password.
7. Click Get Started.

1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click User Accounts, located under My Company in the left panel.
3. Locate the desired user.
4. Click     Options > Send Password Reset Email.

Once complete your user will receive an email with a link prompting them to set a new password.

While you cannot outright delete users in SharpSpring, you can deactivate them.

To deactivate users, do the following:

1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click User Accounts, located under My Company in the left panel.
3. Click    Options > Deactivate next to the desired user's name.
4. Click the Any emails sent from this user will need to be reassigned checkbox.
5. Select the desired user from the Reassign all leads, opportunities, open accounts, and reminders drop-down menu.
6. Select either of the Keep or remove all previous communication options:

   •   Keep all previously synced email         communication    •   Remove all previously synced email         communication

7. Remove the user from linked action groups, lists, or workflows.
8. Click Disable User Account.

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You can reactivate previously deactivated users.

To reactivate users, do the following:

1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click User Accounts, located under My Company in the left panel.
3. Click See inactive users.
4. Select the desired user.
5. Click Activate.

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