How to add additional users
- Thread starter Fredsmith
- Start date
You have to create an account for each user that you want to add and them link them to your main account. Here are the steps:
1) Create the add-on user account. If you are creating the accounts, log out of your main account and then go to this page - https://salesscripter.com/members/signup and sign up using the name and email address for the person you are trying to add and purchase the subscription called "Add-On" User.
2) Log into new account at least once. In order to full activate the new add-on user account, log into the application at least once after you complete the purchase process.
3) Search for user. Log out of the add-on user's account and log into your main user account. Then go to this page https://salesscripter.com/pro/crm/settings/organization and click on the second folder tab for "Add New Connection" and search for the new add-on user with either their name or user name.
4) Connect and share. When you find the add-on user in your search, clink on share in order to link up their account with your account.
From there, you and the add-on user will share CRM data and sales scripts.
1) Create the add-on user account. If you are creating the accounts, log out of your main account and then go to this page - https://salesscripter.com/members/signup and sign up using the name and email address for the person you are trying to add and purchase the subscription called "Add-On" User.
2) Log into new account at least once. In order to full activate the new add-on user account, log into the application at least once after you complete the purchase process.
3) Search for user. Log out of the add-on user's account and log into your main user account. Then go to this page https://salesscripter.com/pro/crm/settings/organization and click on the second folder tab for "Add New Connection" and search for the new add-on user with either their name or user name.
4) Connect and share. When you find the add-on user in your search, clink on share in order to link up their account with your account.
From there, you and the add-on user will share CRM data and sales scripts.