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 System Settings, User Accounts
   
2. Click Add (at the bottom of the Users list) Enter all details/fields for the new user
3. You will enter a password you create (not system generated)
   
4. Click SAVE once you have entered all details for the new user
   
   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

Security Groups Settings

1. Go to System Settings> User Permissions
   
   
   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)
2. Click SAVE

 

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.