This feature is available for the following plans:
📌 This feature is available for all Starter plans.
For detailed information on each plan, you can check 👉 here.
From this menu, you will manage your licenses: you can create, modify and/or deactivate users. In addition, you can also add more licenses in case you need to increase the number of users in your account.
⚠️ Important note
Remember that a licence is the purchase that grants access to use Sage Sales Management, while a user is the person you assign that licence to. You will need to purchase as many licences as people who need to use Sage Sales Management.
Types of users available in the Starter plan
In the Starter plan, you can assign each member one of the following roles:
Salesrep
This is the sales representative role. They only have access to their own data and information. They cannot view or manage other users' data.
Manager
This is the team manager role. They have permission to view and manage the activity and data of all sales representatives in their team.
Admin
This is the account administrator role. They have full access to define settings (create fields, manage users, etc.) and complete visibility over all user data in the account. Additionally, they can add new members.
Note: The visibility of companies, contacts, or other data will depend on the user type assigned. You can change a user’s role at any time to suit your team’s needs and structure.
In case you have an Essential license, the hierarchy will be flat, meaning that all users in the account will be Admin users and will have permission and visibility to see the information of the rest of the team's users.
How to create a new user?
Access your profile and within"settings", you will find the “User management” menu. Here you can manage the licenses you have acquired.
First of all, you will see the name of your plan and, just below, the number of licenses in use and the number of licenses purchased.
Use your licenses for your team members to access the CRM. We explain how to do it next.
You'll find the "Invite Users" button at the top right of the menu.
You must indicate their email, and in the case of Starter licenses, the user will be created with the Salesrep role. Once they have accepted the invitation, you can modify their role.
Once you have filled in the email, click on "send invitations", and they will receive an invitation email to activate their account.
The user will have to complete a form where they will have to define their password and accept the terms and conditions linked to the use of the application.
Until the user has activated the account, you will see it in a "pending" state and that license will not be in use yet.
In case the invitee does not activate the account, you can re-launch the activation email as a reminder to the user. To do so, hover over it to find the "resend invitation" option.
You can also revoke the invitation in case of a typographical error or if the user is not going to work with the CRM.
How to deactivate a user?
You may need to deactivate a user, for example, if a person leaves the company or no longer needs access to the tool.
By placing the cursor just above the active users, you will see that the “Deactivate user” icon appears.
In case you deactivate it, the user will go to "deactivated" and a license will be available. You can reassign it to someone else whenever you need to.
To use the license you can:
Register a new user by using the "Invite users" button.
Reactivate an old user (that is currently deactivated) through the "Activate user" icon that will appear when you hover over a deactivated user.
How to edit a user?
When hovering over each of your users you will see the "edit" option. You can edit the following information and configuration of your users:
Name
Last name
Email
Role (only for Starter plans)
Also, remember that you have the option to activate/deactivate your users.
How to acquire more licenses?
If all your contracted licences are in use, you will need to upgrade your plan to manage additional users.
When this happens, the Invite user button will no longer be available.
To upgrade:
Click Compare your plan or use the information icon next to your current plan and user limit.
A list of all available plans will appear.
Select the plan you wish to upgrade to by clicking Buy now.
This will open a pop-up window connected to your payment details, where you can choose the number of licences you want to purchase before confirming your upgrade.
