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Add/Remove Sales Bar Users

Make sure you’re logged into your admin view.

How to Remove a User
  • Choose the people tab in the left menu of The Sales Bar.
  • Find the person you’d like to remove and click their name.
  • On their profile screen, click “Deactivate”.
How to Add a New User
  • Use the “Team” tab in the left menu to find the team the user will be on.
  • Click into the team.
  • Use the “Add a New Person to this Team” button on the right.
  • FIll out all of the required information.
  • When you’re ready to add them, click “Add Person” at the top of the screen.
Next How Can I Pull Reporting for My Team?
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