SharpSpring enables you to add and manage users. You can designate which employees have access to all of SharpSpring's tools and limit access for others. The following video will show you how to add and manage users in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Step-by-Step Guide to Add New Users
Step 1: Click on the gray silhouette button in the upper right corner of SharpSpring and select "Settings."
(Note: SharpSpring allows you to personalize your account using gravatars.)
Step 3: Click on the gray "Options" gear in the top right corner of the page.
Step 4: Select “Add User."
Step 5: Fill out the required fields of Display Name and the User’s email address. Optionally, you can provide a mobile phone number, which can be used to receive notifications when set up in an automation.
Step 6: Select User Role (required). More information on user roles and their levels of access can be found here.
Step 7: Scroll down the page and select if the user has a CRM Salesforce account.
Step 8: Choose whether the user is to receive a daily or weekly email with new web prospects from VisitorID.
Step 9: Choose whether the user is to receive their managed clients VisitorID emails.
Step 10: Choose whether the user is to receive billing notifications.
Step 11: Select which clients the user is allowed to manage under “Accessible Clients.” This means the user will be able to login and access the selected accounts.
Step 12: Email sync settings will appear once email syncing has been setup. More information on email syncing can be found here.
Step 13: Click “Save Changes” and a temporary password will be emailed to the user to login to their new user account.
You have successfully added a new user in SharpSpring!