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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.

Still need help? Log into The Sales Bar and watch the video demo right here.

Next How Can I Pull Reporting for My Team?
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