How to Add More Users To my SalesNexus Subscription (Admin)

Applies to: R4 Version

Note: When you need to add a user to your SalesNexus database, you must be logged in with Administrative permissions and have available user licenses.

1. Go to Settings - Manage Users & Security

2. Enter all details/fields for the new user - Add New User

• Add the User name and login email address
• Create a password 

3. Review and enable additional details 

• Choose the security level
• Enable Synchronization and Allow Delete can be changed later if it is not known at the time the user is added.
• Synchronization Setting is checked to allow the users to sync to their outside devices.
• Note: If you currently do not have any open licenses for your new user, you will be prompted for payment when attempting to add the new User(s)
• Note: If you select Administrator, your new user will automatically be added to the security group all contacts. Other levels must be manually added.

4. Click SAVE

Invite New User

Alternately, you can send an email invitation to a new user to be added to your SalesNexus subscription.

1. Go to Settings - Manage Users & Security

2. Click on "Invite New User"

3. Provide the name and email, then choose the user permissions. 

4. Click SEND.

"Add new user" vs. "Invite new user"

"Invite New User" is the better option when the account owner is onboarding multiple people. It sends invitations for users to join and set up their own credentials, making the process more secure and scalable than manually creating accounts.

On the other hand, "Add New User" works best when you're onboarding just one or two people, rather than a larger group like 20 users.

Security Groups Settings

1. Go to Settings - Manage Users & Security

2. Click on "User Permissions" on the left sidebar menu

3. Make changes to your User Permissions as necessary

You can create security groups to limit who can see what contacts. All users can see their own, but must be given permission to see others

WHOSE CONTACTS = whose contacts are part of this security group (All users should be added to All contacts under whose Contacts by clicking on Edit, unless otherwise designated by your company)

WHO SEES THEM = who has the rights to view the contacts (their contacts do not have to be in the group for a user to see the contacts)

4. Click "Save Settings"

 

Synchronization Settings

1. Go to System Settings>Mass Updates and Export Rights
   
   
   Exporting Setting is checked when you want the user to be able to export contacts from SalesNexus.
   
   Mass Update is checked when you want the user to be able to Mass Updates using Lookup > Edit list.