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How to Set Up New DocSales Users


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:

5 – Click Save to finish creating your new user.

For additional information from our support team, please click the Help button or email us

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