|SharpSpring allows you to add new users to your account and manage those users that are already present. You can designate which employees have access to all of SharpSpring's tools and limit access for others. This article will detail how to add and manage users in SharpSpring.
Accessing the New User Menu
You can add new users to the SharpSpring application. To access the new user menu in SharpSpring, do the following:
Adding New Users
|Once in the User Accounts menu, you can begin adding new users.
To add new users, click + New User.
|When adding new users, you will need to provide basic information about the user.
In the General Information section, insert the following information:
|This is what the user's platform will be translated to. If you set a user's language information to Spanish, then the user’s platform will be displayed in Spanish. When selecting a language, the available options are as follows:|
|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 a specific user role. Set a user as one
of the following user roles:
For more information on user roles, refer to SharpSpring User Roles Overview.
Note: The Marketing Manager and Sales Manager roles are accessed by clicking the Company Manager option and then selecting the respective roles for the user.
With this setting, you have more control over the content that you are distributing, which enables you to have an approval process for the content creators to pass off the content for your review.
For more information on these permissions, refer to Publishing and Permissions Overview.
SharpSpring will also provide similar content, including such communications as customer newsletters. The content that SharpSpring sends to users that have this setting enabled will always be professional and courteous.
For more information, refer to SharpSpring CRM Overview.
|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.
For more information on creating pipelines, refer to Sales Pipeline Overview.
Notifications alert you to certain things that are happening within SharpSpring. These notifications range from emails to in-application messages. You can set which notifications appear for individual users. The available notifications are as follows:
| • The Receive emails about web prospects for
my company option sends emails at a specific
frequency about available prospects that you
should consider investigating.
• The Receive emails about web prospects for
my clients option sends emails at a specific
frequency to you about available prospects for
your clients that both you and your clients should
• The Do not send me billing notifications option
disables notification windows that display
outstanding billing information.
• The Do not show me pop-up reminders option
disables pop-up windows that display task
Note: SharpSpring users that have not opened an email or logged into the application for 180 days will have their system notifications suppressed. This includes VisitorID, billing, and automation-based notifications.
• 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 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.
|Users can be set to be able to access certain clients.
For information on clients, refer to Adding and Managing Clients.
| Click to enlarge.
Deactivating and Reactivating Users
You can manually deactivate and reactivate users. Be aware, though, that SharpSpring users that have not opened an email or logged into the app for 90 days will have their system notifications suppressed. This includes VisitorID, billing, and automation-based notifications.
You can delete a user in SharpSpring by deactivating that user. To deactivate a user, do the following:
Note: Closed won, closed lost, and archived opportunities will be moved to unassigned.
To reactivate a user, do the following:
Updating User Passwords as Administrators
Passwords can be changed as needed. Practice safe and proactive password management. To update a user's password as an administrator, do the following:
Updating Personal Passwords as Users
Passwords can be changed as needed. Practice safe and proactive password management. To update or change a password via the login page as a user, do the following:
Note: By default, the default login page is http://app.sharpspring.com. It may be your personalized URL.