Adding users to Saleboat
How do I add a user to Saleboat?
Monique Le Roux
Last Update a month ago
Main Menu > Organisation > Users > Add User
You can add users to your Saleboat account if:
A new team member is hired, or if a team member leaves your organisation and someone is hired in their place, you will need to create a new user with a new email address for them.
You may add users to Saleboat by navigating to Organisation > Users.
On the user screen, you'll see this button:
Once you click + ADD USER, you'll get to the create user screen:
*Please add new users to a team. If users are not in a team, they won't have the ability to see or do anything in Saleboat.*
To create a new user, you need to add the following information:
Name & surname
Their email address is their username
Phone number
Password
Role (Captain, Officer, Sailor)
Which team they belong to
Work hours
Ensure that the email address is not taken, as 2 users cannot have/share the same email address and add the user to a team before you click create.
When you are done filling in the information, click CREATE.
See the reassign article to see how to hand over prospects and clients from one user to another:
This should be done when adding new users to your account.
Make sure that the reassign is done before deleting the 'from user' - if this is during a handover.