đĨī¸Add / Remove Sub Users
How to add or remove Sub User accounts for team members that perform different roles in your business
Adding a Sub User
To add or remove a Sub User on your account, click your initials on the top-right, and click 'Settings.'
Once you select that option, you will see a menu on the left-hand side. Select 'Sub Users.'
To add a Sub User, select 'Add Sub User' on the top-right corner of your account.
Complete the following information, making sure to select the role that they'll be performing in the Gleantap platform - Admin, Marketing, Sales, Analyst.
Role permissions are as follows:
Admin - full permissions to access and edit all areas and workrooms of the platform
Workroom Admin - full permissions to access and edit all areas of each assigned workroom
Marketing - access and edit the General section, Scorecards, and Marketing section (Campaigns, Flows, Forms & Pages, and Reputation)
Sales - access and edit the General section, Scorecards, and Sales section (Pipeline and Appointments)
Analyst - access and edit the General section and Scorecards, can access Marketing section but not make edits
Now you have added a Sub User to your Gleantap account.
Removing a Sub User
Find the Sub User you'd like to remove from your account and select the trash can icon from the right, then confirm from the pop-up window.
Now you have removed this Sub User from your Gleantap account.
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