Step-by-Step Instructions
Accessing People Management
Log in to your account.
Click on Admin.
Click on People.
You will be taken to the People Management dashboard, where you can view and manage all users within your company.
Adding a New User
Click Add User.
Fill in the required user information.
At the bottom of the page, review the available checkboxes:
If the user should appear in ads as a sales contact, enable the relevant checkbox.
Go to the Services section.
Check the Sender ID Active box if the user will be sending emails.
Click Save.
⚠️ Tip: Make sure all compulsory fields are completed, otherwise you will not be able to save the user.
⚠️ Tip: If the user’s position title does not appear correctly after saving, refresh the page and it will display properly.
Please note that in order to get a user admin rights, the account owner has to contact the Support team.
Adding an External Contact
Go to External Contacts.
Click Add.
Fill in the contact’s information.
Click Save.
External contacts are typically used for partners or commission-based collaborators who are not part of your internal team.
Managing Existing Users
In the People dashboard, locate the user you want to manage.
Click the three-dot menu next to the user.
From here, you can:
Edit user information
Delete the user
Best Practices
Ensure all required fields are filled when creating users to avoid errors.
Use the show in ads and email offer carefully to ensure proper communication setup.
Regularly review and update user and external contact information to keep your system accurate.
Related Guides