Create and customize users for the system. With SprintHub you can create multiple users with different access permissions.
⚠️ Sprinthub on all plans offers 3 users. To add more, it is necessary to make the purchase through the sales team ⚠️
To create a new user follow the step-by-step below:
First, click the icon of the System in the top right corner of the screen. Then, select the option Users in the menu that appears.
Right after, click on New:
After clicking the button to create or edit a user, you will access the user settings, where you will be able to enter or change login data, such as email and password; define the departments the user will be part of; enable or disable access to leads; and adjust other preferences.
📛 For the employee to receive notifications on their WhatsApp it is necessary to register their phone (WhatsApp) in the format COUNTRY CODE + AREA CODE + Number 📛
Department the user will be part of: A department is a division of the company that groups related areas or functions. You will define the user's department, such as sales, support, etc.
Access Permissions (Leads): Choose the initial lead permissions and who can access it. If a user does not have access, they will not see or change the lead. If you don't choose anyone, everyone can access.
Extension: It is an internal number that allows communication between users on the same telephone network, without the need to use an external line. At SprintHub we have a partnership with Fale Mais VOIP (A technology that uses the internet to make and receive phone calls, without relying on a traditional telephone network)
Block User: When blocking a user they will no longer be able to access the system via login, that user cannot be used in notification automations, become responsible for leads or opportunities, etc.
IT IS IMPORTANT TO TRANSFER RESPONSIBILITY FOR LEADS AND THE RESPONSIBLE PERSON BEFORE PERFORMING THE BLOCK.
When blocking a user, a slot is freed in your plan limit.
Blocked users are identified as follows in the users list:
Administrator: Administrator users have access to all system features.
After entering the information, finish by clicking save.
