Account administration
Create users and groups, manage your subscription
13 articles
- Create a user in SidelyAdd a new team member to Sidely and give them access to the web and mobile app.
- Edit a user's informationHow to change a user's email, name, group or role in Sidely.
- Reset a user's accessReset a password, reactivate a user and check their assignment when they have trouble accessing Sidely.
- Deactivate a user in SidelyFree up a seat for another team member
- Reactivate a user licenseIf a user's access to Sidely has been deactivated, you need to contact us to reactivate their license. We handle this ourselves to make sure everything is properly tracked.
- Permissions and roles: who sees what in SidelyUnderstand permissions and roles in Sidely: who sees what, how security groups work, and report visibility.
- Manage security groupsLearn how to manage security groups to control access and protect your data in Sidely.
- Create user teamsLearn how to create and manage user teams in Sidely to structure your sales team and grant the right permissions.
- Edit team members
- Access your invoices and manage your billing informationAccess your invoices, update your payment method or contact details, and manage your payments.
- What happens at the end of the 15-day trial?What happens when your Sidely trial ends, and how to continue or close your account.
- Change my number of licensesManaging your number of licenses for billing
- Cancel my Sidely subscriptionSteps to cancel your Sidely subscription at the end of your commitment period.