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-users without losing leads or compromising your account.
1. Along the left-hand bar, select Company Settings2. Click User Management3. In the top-right corner, click Add New User4. Fill out name, email, phone number, and address(optional) of the person you are adding to your account5. Click Set User Roles6. 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 account7. Click Save and Add User