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Managing users in Sell


Adding a user in Sell

What's my plan? You can add a user to your account if you have enough seats (licenses) in your Sell subscription. Y...

Edited Jun 21, 2024

1 vote  ·  3 comments

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Managing users in Sell

What's my plan? Settings > Manage > Users provides views to manage your users in Sell. On the two mid-l...

Edited Jun 21, 2024

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Setting up a role with advanced permissions in Sell

What's my plan? A role determines what users can do with lead, contact, or deal in Sell. Roles are helpful if you a...

Edited Jun 21, 2024

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Assigning a user to a role

What's my plan? If you have created a custom role, you can assign the role (and its permissions) to one or more use...

Edited Jun 21, 2024

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Editing user access permissions

What's my plan? You can change the permissions for a user, to provide more control over the data they c...

Edited Jun 21, 2024

2 votes  ·  0 comments

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Understanding advanced permissions in Sell

What's my plan? In Sell there are two types of permissions for users: Basic and Advanced. Basic permissions in Sel...

Edited Jun 21, 2024

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Understanding access levels and privileges in Sell

What's my plan? With all plans, you can choose between either full access or limited access levels in Sell. With Pr...

Edited Jun 21, 2024

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Understanding groups and teams in Sell

What's my plan? You can set up teams and groups on the two highest Sell plans. A team is a set of users that report...

Edited Jun 21, 2024

1 vote  ·  3 comments

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Deactivating or reactivating a user in Sell

What's my plan? If you want to remove a Sell user temporarily from your account, you can deactivate the user. You mig...

Edited Jun 21, 2024

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Deleting a user in Sell

What's my plan? If you want to completely remove a user from your Sell account, you can delete the user. Deleting a ...

Edited Jun 21, 2024

0 votes  ·  3 comments

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Creating a team structure (user hierarchy) in Sell

What's my plan? For Professional and Enterprise plans, you can create a team structure, or user hierarchy, to manag...

Edited Jun 21, 2024

1 vote  ·  2 comments

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Creating a hierarchy view using Sell smart lists

What's my plan? Creating a way to see the hierarchy of your company, or team is helpful for many reasons. However, ...

Edited Jun 21, 2024

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Creating a topmost manager in the user hierarchy

What's my plan? A topmost manager is the person in your organization whom all employees report to. After you have s...

Edited Jun 21, 2024

1 vote  ·  6 comments

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