Note: admin rights are required to perform certain actions mentioned in this article.
So you've signed up your company for a 1Centre trial, and now you want to add your awesome team . This means you need to get your co-workers to be able to log into 1Centre and either become a standard user ( typically a sales rep), admin user like you or approver user ( typically a sales manager or accounts person). Well here's what you need to know:
To add users to 1Centre:
- Navigate to Profile > Your team
- From here, you can add other people to your account by clicking the + plus button. The Add users page opens.
3.Enter the user type, email address, telephone number, first name, and last name of the person you want to have access to your account.
So what happens next? - How will my invited users be notified?
They will receive an email notification that they've been added to your account.
This email link will allow them to set up their own password, and sign into your 1Centre account.
Removing /deactivating users
- Navigate to Profile > Your team .
- Click on Remove label.
From here, you can remove any user however do remember to re-assign they accounts to someone else before removing.