Article Overview
This article is an overview of the Users tab in the SalesRabbit+ Web App. It is meant to provide how to navigate and the functionality of the Users tab.
Users Page:
The Users Page serves as a central hub for workspace management, offering:
- A complete directory of all users within the workspace
- Quick-view access to essential user information
- A way to invite, deactivate, or reactivate users
User Detail Page:
The User Detail Page provides managers with comprehensive control over user information:
- Edit and update user contact information (including name and phone number)
- Ability to add an External ID associated to the user (so that ID can pass information into other systems)
- Ability to select a User Color
- Note: User Color is used across the platform (ex: areas, indicator on leads) to help distinguish your team members more clearly
- Future State: Ability to track User Activity
User Profile:
The User Profile empowers individual users to manage their personal information:
- Profile photo upload and management (now available on mobile and web!)
- Name and contact information updates
- This information will be available across multiple Workspaces in SalesRabbit+ (if that user has multiple workspaces)
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