Learn how to set up new users in DocSales
Setting up new users in DocSales is simple. Here are the steps:
1- Go to Settings > Users.
2- Click New User.
3- Fill in Name and Email. Select the new user’s Role from the dropdown list. With great power comes great responsibility; what permissions should they have? Ability to modify Settings? Adjust your product and services pricing, including offering discounts? Toggle the slider to confirm your choices.
4- You can also add the new user to a sales team.
Note: For more information on setting up a sales team, including creating new teams, please review: http://help.docsales.com/pt-BR/articles/3854730-como-configurar-equipes-de-venda
5 – Click Save to finish creating your new user.
For additional information from our support team, please click the Help button or email us [email protected].