Sidely makes it easy to manage your teams, whether they are area managers, sales reps or other roles. Creating a user is a key step to bring new members into your organization and give them the tools they need for their job.
Before planning routes, creating events or assigning companies to your sales reps, your account needs to be properly structured. And that starts with creating users.
Access user settings
To create a user in Sidely, follow these steps:
Click the gear icon in the top right corner of your screen to open Settings.
Go to Account settings, then click User settings.
3. In the top right corner of the page, you will see three buttons:
Create user: creates a new user.
Fill in all the required information.
Key points to remember
Creating a new user beyond the number of available seats will trigger billing for a new license.
You can assign user roles such as area manager, sales rep or other.
If a new sales rep is replacing another one, remember to transfer their portfolio.
FAQ
1. Does creating a user automatically trigger billing?
Yes. If the number of available seats is exceeded, a new license will be created and billed.
2. Can I deactivate a user without replacing them right away?
Yes. With the Deactivate user button, you can free up the seat without activating a new user.
3. How do I transfer a sales rep's companies to another rep?
On the Companies page, filter by owner, select the companies, and use the Edit selection button to assign a new owner.
4. What is the difference between the "Create", "Swap" and "Deactivate" user buttons?
Create user: adds a new user and may trigger billing for a new license.
Swap user: replaces an existing user with a new one at no extra cost.
Deactivate user: deactivates a user and leaves the seat vacant.
5. Which roles can I assign to a user?
Roles can include area manager, sales rep, or any other role defined by your organization.