Creating Your SR+ Account

Article Overview

Congratulations! You've been invited to a SalesRabbit+ workspace. You should receive an email from SalesRabbit that asks you to "Active Your Account". Once you've received that email, follow these steps to set up your account

TIP: Account owners will receive an email with a link to set their passwords. Other users will need to be invited to the workspace by the account owner.

Part 1: How to Join a Workspace

This part will demonstrate how to join a workspace you have been invited to.

• Open the email and select "Activate Account".
  • Note: this email may look slightly different as we release new updates.

• Set your password by clicking the "Password" field and typing your preferred password.
  • Password requirements are:
    • At least 6 characters
    • Lower case letters (a-z)
    • Upper case letters (A-Z)
    • Numbers (0-9)

Part 2: Profile Settings - Web App

This part will cover how to edit your profile settings on the web app after you've set your password.

• After setting your password, users can login to the web and mobile application.
• From the web app, users can edit their profile settings by selecting the profile icon in the upper right corner -> "My Account".
  • Note: you can also access SalesRabbit+ release notes and the SalesRabbit+ Help Center from the dropdown menu under the profile icon.

• Options available to users under "My Account" include:
  • Uploading a image or profile icon to your account.
  • Changing the account name and entering a users phone number.
  • Connecting your calendar for scheduling.
    • Note: this option is only available to accounts with Advanced Appointment Scheduling.
  • Resetting your password.

• If you make any changes, don't forget to hit "Save" in the bottom right corner to apply your changes!

Pro Tips

• Visit our article on how to manage your teams and how to invite users to your workspace.
• If someone previously had a Lite account, you may encounter login or password difficulties. In that case, please reach out to support for troubleshooting assistance:

  • Support Contact Info:

    (Mon-Fri 7am-7pm, Sat 8am-4pm MST)

    Call or Text: 801-418-9009

    Email: support@salesrabbit.com 

    You can also live chat from the mobile app or web app.