🖥️Add / Remove Sub Users
How to add or remove Sub User accounts for team members that perform different roles in your business
Last updated
How to add or remove Sub User accounts for team members that perform different roles in your business
Last updated
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.
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.
