Easily get new employees set up on your Platform.
Primary Audience: Super Admins
Properly setting up a new User’s Platform account will allow for a seamless transition into their utilization of the Platform.
One important note to consider while adding a new User is that if the User will also have a Client account, the User account must be set up first. Once the User’s information is entered, simply check the “Show as Client” box at the bottom of the page before selecting Save to add them as a Client as well.
- Creating the Client account first will result in an error when creating the User account due to the phone number and/or email address already being in use on the Client account.
Note: If you are creating a new User account for someone who already has a Client account set up, you can simply copy their Account ID down and then delete the Client account. Then you will be able to create a new User with their Client account linked to it. Fill in the relevant fields and enter the copied Account ID into the Account ID field. This will pull in all their account information for the User and Client accounts so they can access it all from a singular login.
Follow the steps below to add a New User:
- Navigate to the Admin tab in the Sales Hub
- Select Users from the tabs the horizontal bar
- Select Add User in the upper right hand corner
- Enter the User’s information into the relevant fields
- Select “Show as Client” if necessary.
- Save
- You have the option of Save, or Save and Send Invite if you wish to send a Platform invitation to the new User at that moment.
Example: A new Salesperson has just started and you would like to get their Platform account set up.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.