[5.0] How to Add sub-users to Your HailTrace Account
Adding sub-users in HailTrace enables precise permission management for employees or subcontractors, ensuring efficient workflow and security. Down the road, you can easily update or remove sub-userswithout losing leads or compromising your account.
With this feature, teams can collaborate effectively, close deals, and drive growth within the HailTrace platform.
Role Needed: To add sub-users you need to be the
- Account owner
- Admin
*A User can only be added in the Browser App
1 Along the left-hand bar, select Company Settings
2. Click User Management
3. In the top-right corner, click Add New User
4. Fill out name, email, phone number, and address(optional) of the person you are adding to your account
5. Click Set User Roles
6. Select "on" or "off" roles you want the new user to have *see role management article to understand the list of roles available in your account
7. Click Save and Add User
8. User Accepts Invite & Creates Password: The new user will receive an email inviting them to join your company. Once they accept that invite, they will be prompted to create a password and complete onboarding!
Learn how to Edit a User, including Personal Info, Roles, Reset Password, and Disable Account
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