How to Manage Users in SalesHub™

Introduction

Efficient user management maintains control and security within your SalesHub™ Pro account while ensuring your team has appropriate access levels for their roles.

Understanding User Roles

Before managing users, familiarize yourself with the available roles and their access levels:

• Property Admin: Comprehensive platform access with full management capabilities including asset library management, complete user management, analytics access, property settings configuration, and all Pro features. Ideal for General Managers, Directors of Sales and Marketing, or Sales Managers who oversee operations.
• Salesperson: Core platform access for sales activities including viewing asset library, creating experiences, using engagement tools, and accessing personal analytics. Added by Property Admins once the platform is ready for wider team use.
• TrueTour™ / No Login: Basic access through Full Collection Link for viewing and sharing public-facing content with minimal training required.

Adding New Users

1. Log in as an administrator to your SalesHub™ Pro account
2. Navigate to "User Management" in your account settings
3. Click the "Add User" button to begin the invitation process
4. Enter the user's email address and full name in the required fields
5. Assign the appropriate role based on their responsibilities
6. Send the invitation to allow them to create their account

Editing User Permissions

1. Access the "Users" section from the left hand menu
2. Select the user you want to modify from the user list
3. Click "Role" to open the role modification panel
4. Update the user's role and access levels as needed
5. Save changes to apply the new permissions immediately

Removing or Deactivating Users

1. Navigate to "Users" section from the left hand menu
2. Select the user you wish to remove from the list
3. Click the ellipsis menu (three dots) to view or remove the user
4. Confirm the action when prompted to complete the process

Best Practices for User Management

• Designate 2-3 Property Admins per property for redundancy and coverage
• Select Property Admins with decision-making authority and technical aptitude
• Use the principle of least privilege - assign Salesperson role for most team members
• Participate in role-specific training based on assigned responsibilities
• Review role assignments quarterly to ensure proper access levels
• Create succession plans to maintain platform knowledge if key personnel leave

Next Steps

Work with your Success Manager to identify the right team members for Property Admin and Salesperson roles based on your team's structure and expertise. Consider creating user groups for better organization.

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Need additional help? Submit a support ticket through our Support Request Form and our team will assist you promptly.