EditPurpose
To view, add, update, or delete users of the SalesdeskSuite application.
EditLocations Used
Control Panel
EditOverview
As Administrator, you need to create a user account for each person that will use SalesdeskSuite. Each user will have access privileges to SalesdeskSuite based on what roles you assign them. Refer to the section
“Control Panel - Roles” for more information on this topic.
Each user can create his/her own list of contacts once he/she is logged onto the SalesdeskSuite. The user will have the ability to share any of his/her contacts with other users of SalesdeskSuite.
If the user has the appropriate access privileges, he/she can view another user's Contact, Group, and Calendar information by making a selection in the
View As box displayed on the right of the SalesdeskSuite window.
EditView Users
To view a list of users that currently have accounts on SalesdeskSuite, make the menu selection
Control Panel⇒Users from the main menu bar.
 Users |
To view more information on a user, select a name on the list and the User Details page will appear. Refer to the section
Add a New User for an explanation of each of the fields on that page.
EditAdd a New User
To add a new user to SalesdeskSuite, click on the
ADD NEW ENTRY button on the Users page. The User Details page will be displayed:
 Add New User |
All fields marked with an asterisk “*” are required. In other words you cannot save or update any changes you make to the information unless all required fields have valid values.
1. Company – Select from the pull-down menu the name of the company that you are adding a user for. Note that the companies listed in the pull-down menu are the same as the company entries that are created using the menu selection Control PanelContact SettingsCompanies.
2. First Name*, Last Name* - Enter the user's first and last names.
3. User ID* - Enter the name to display for this user once he/she is logged on to SalesdeskSuite. Only letters and/or numbers are allowed in the User ID.
4. Password* - Enter a password for the user's SalesdeskSuite login.
5. Email / Login* - Enter the user's email address. It will also be used as the Username to log on to SalesdeskSuite.
6. Share Contacts - Check this box if you wish to share this user's contacts with other users.
7. Start Time, End Time - Enter the user's start and end times for his/her work hours.
8. Security Settings (Roles) - Select the user's role(s) while using SalesdeskSuite; this defines the user's access privileges.
9. Organization -
10. Delete All Contacts – Click on the DELETE button here to remove all this user’s contacts from the SalesdeskSuite database. This will NOT remove the user account itself from the database.
11. Click on the SAVE button to save your changes; click on the CANCEL button to discard your changes.
EditEdit An Existing User
1. Select a user to edit by clicking on a name on the Users page.
2. Make changes as necessary on the User Details page. Refer to the section "Add a New User" for an explanation of the input fields.
3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.
EditDelete an Existing User
1. Select a user to delete by clicking on its name on the Users page.
2. Click on the DELETE button at the bottom of the User Details page.
3. You will be asked to confirm this action. Click on OK.
4. The user will be deleted from the SalesdeskSuite database. The name will no longer be displayed on the Users page.