Add users to your account, assign roles and privileges.

User Roles and visibility

  • Executive - visibility to deals and people across entire account
  • Managers - visibility to deals and people owned by themselves and their team
  • Basic Users - can only see deals and people they own
Add User
Name Username Team Email Address Role Last Login Actions
Assign | Re-invite
Kevin Smith demo ksmith@mycompany.com Executive 05/25/12
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John Smith john_smith Susan Cosi jsmith@mycompany.com Basic 10/24/08
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Amy Root aroot aroot@mycompany.com Manager 10/24/08
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Richard Kerry rkerry rkerry@mycompany.com Executive 10/24/08
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Susan Cosi scosi socsi@mycompany.com Manager 10/24/08
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Tom Bell tbell Amy Root tbell@mycompany.com Basic 10/24/08
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Mike Barber mike_barber Amy Root mbarber@pipelinedeals.com Basic 10/24/08
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Mike Adams madams Susan Cosi madams@mycompany.com Basic 10/24/08
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