Manage users

Admins manage users on the Users page in the sidebar. The cards at the top show Total Users, Admins, Sales Managers, and Account Executives. The table lists each user's name, role, admin badge, and the date they joined, newest first.

Change a user's role or admin access

1. Open Users in the sidebar.
2. Click the pencil icon in the user's row.
3. Choose a Role: Sales Manager, Account Executive, SDR, or Other.
4. Tick or untick Grant Admin Privileges.
5. Click Save Changes. A green User updated successfully! message confirms the change.

Add or remove users

Users add themselves by signing up at /signup — there is no invitation. Share the sign-up link with your colleague, then set their role and admin access here once they have an account. Users cannot be deleted from the Users page.