SharpSpring allows you to quickly and easily add new users to your account. You can designate which employees have access to all of SharpSpring's tools and limit access for others. Here are step-by-step instructions on how to add and manage users in SharpSpring.
Step-by-Step Guide to Add New Users
Step 1: On the toolbar, click the User Settings button, then click Settings.
Step 2: On the left side Settings panel, under My Company, click User Accounts.
Step 3: On the right side, click Options and then click Add User
Step 4: Under the General Information section, provide the new user's contact information. Email and name are both required for the user to be added.
Step 5: Under the User Roles section, select the level of access you would like to give to this user. You can choose from either Administrator, Sales Manager, Company Manager, Salesperson or Jr. Salesperson.
A Site Administrator has full access to SharpSpring. This includes all app areas, features and settings that are currently available. Each of the 6 tabs (Analytics, Content, Pages, Automation, Contacts, and Sales) are accessible by the Administrator.
A Sales Manager has access to the Analytics, Contacts and Sales tabs. VisitorID, contacts (including lead scoring and importing), and sales pipelines/accounts are accessible, however they will not have access to Automation and Content. Access to account settings is limited.
A Marketing Manager has access to Analytics, Content, Pages, Automation, and Contacts. This includes all contacts (including lead scoring and importing), all automation functions (tasks, workflows, lists, scheduled emails), all content functions (forms, emails, templates), however they will not see the VisitorID and sales pipelines/accounts. Access to account settings is limited.
The Jr. Salesperson has access to the Contacts and Sales tabs. They can view/edit all leads in the contact manager (including lead scoring), accounts, VisitorID, but cannot access any content or automation functions. The sales pipeline view is limited to only their opportunities. Access to account settings is limited.
The Jr. Salesperson has access to the Contacts and Sales tabs. This user can see VisitorID, the sales pipeline, and contact manager, but may only view leads assigned to them. Access to account settings is limited.
Step 6: Under SharpSpring Communication turn on or off this user's ability to receive emails from SharpSpring about product release updates, customer newsletters, service notifications, etc.
Step 7: Under the CRM Settings section, choose to connect a Salesforce User Profile to this user.
Step 8: Under the Administered Pipelines section, choose which Sales pipelines you would like the user to access.
Step 9: Under the Block CSV Import section, you can choose whether or not you want users who have the role Company Manager, Salesperson or Jr. Salesperson to be able to export CSVs of lead, campaign & account data. This is beneficial as you can choose to not let users export information to a CSV if you feel uncomfortable with them doing so on a user by user basis.
Step 10: Under the Notification Options section, choose whether the user will receive the following notifications:
- Emails about web prospects for the user's company
- Emails about web prospects for the user's clients
- Billing notifications
- Popup reminders
- Popup notifications
Step 11: If you are adding a user to an agency account, under the Accessible Clients section select which clients the user is allowed to manage. This will allow the user to login and access the selected client accounts in addition to the agency account.
Step 12: Under Email Sync Settings, you will see the settings information once email syncing has been setup. This includes username, hostname, inbox, provider, port and outbox.
Step 13: Click Save Changes and a temporary password will be emailed to the user to login to their new user account. If you are an agency, each new client user will receive a white-labelled email with your agency's from name and from email. Otherwise, all temporary password emails will come from SharpSpring.
Here's how to change your password:
Follow these steps to update a user's password as an Administrator:
Step 1: From the top-right menu under the User Settings drop-down, select Settings.
Step 2: From the menu on the left, under My Company click User Accounts.
Step 3: Locate the user and click the the options menu on the right of that user, then click Edit.
Step 4: Update the user's password under General Information in the Password and Confirm Password fields. Click Save Changes.
Follow these steps to update/change your password via the login page, accessible by any user.
Step 1: Navigate to the login page, where you enter your username and password to log in to SharpSpring. (http://app.sharpspring.com or your personalized URL)
Step 2: Click on Forget your password?
Step 3: Enter email address for confirmation email to be sent.
Step 4: Check inbox for confirmation email from SharpSpring.
Step 5: Locate and click the link Click here to change your password.
Step 6: Enter and confirm your new password.
Step 7: Click Reset Password.