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You can add users to your Freshsales account and assign roles and scopes to them. 

  • Role: Defines the activities the user gets to do within Freshsales.
  • Scope: Restricts the user's record access.


To add a user,

  1. Login to your Freshsales portal as an administrator.
  2. Go to Admin settings > General settings > Users.
  3. By default, list of all active users are shown here. To view Inactive Users or All Users filter using the dropdown. 
  4. Click the New user button.
  5. In the Add user form, enter the following details:
          Mandatory fields  
          - Full Name: The user’s full name.  
          - Email: The user’s email address. (You cannot alter the email address once saved).
          Optional fields 
          - Job title: The user’s designation in your company.
          - Work: The user’s official phone number.
          - Mobile: The user’s personal number.
          - Time zone: The current time zone of the user.
          


       6. Select the Scope of the user i.e., what records the user can see in your Freshsales account. By default, the scope is set to Global.


    7. Assign a role to the user i.e., define what activities the user can do within Freshsales. You can add more than one role to the user. 



      8. Click Save when you’re done.


Note:

When you add a user for the first time,

  • The user receives an email to activate their Freshsales account. 
  • On activating their email, they are prompted to reset their password after which they can start using Freshsales. 

To change a user’s details, 

  • Click the Edit icon beside the user from the list view page. 


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