Main Menu > Organisation > Users > Add User
You can add users to your Saleboat account if:
A new sales representative is hired or if a sales representative 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 clicking on Organisation and then Users in the Main Menu.
You will be presented with this user screen:
Click on the Add User button on the top left of the screen.
Once you have clicked + ADD USER, you will be directed to a page where you will need to fill in some basic information about the Rep in order to create the User Profile.
*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.*
Name & surname
Email address is the username
Phone number
Password
Role (Captain, Officer, Sailor)
Which team do they form part of
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.