Manage Users
In SalesShaper, Sales Manager and Assistant Sales Manager have the privilege to manage and edit users of their company. Please select a topic to view its instructions.
Please select a topic below to view the steps:
Edit User Details
To edit a user’s details:
- Tap on Users from the menu panel.
- Look for the user that you want to edit, and click on the edit icon of the same row.
- On 'Edit user', make the necessary changes.
- Click SUBMIT once you are done.
Block User
If a user no longer works in your company or organization, you can block him/her so that he/she has no access to SalesShaper. To do so:
- On SalesShaper, tap on Users from the menu panel.
- Look for the user that you want to block, and click on the edit icon of the same row.
- Click BLOCK.
- You will be asked to confirm the action. Select YES.
- If there are existing accounts being assigned to this user, you’ll see the "Transfer accounts" screen, where you’ll need to choose another user to become the new owner of these accounts.
- After selecting a user, click OK.
A blocked user will take the status “(Blocked)”, and he/she will no longer be able to log in to SalesShaper.
Unblock User
You can unblock a previously blocked user to allow his/her access to SalesShaper. To unblock a user:
- Access the users list by tapping on Users from the menu panel.
- Look for the user that you want to unblock, and click on the edit icon of the same row.
- On 'Edit user', scroll down to end of the screen and click UNBLOCK.
- You will be asked to confirm this action. Click YES.
Once a user is unblocked, he/she will be able to log in to SalesShaper again.
Delete User
To delete a user:
- Click on Users from the menu panel.
- Look for the user that you want to delete, and click on the edit icon of the same row.
- On 'Edit user', scroll down to end of the screen and click DELETE.
- You will be asked to confirm this action. Click YES.
- If there are existing accounts being assigned to this user, you’ll see the “Transfer accounts” screen, where you’ll need to choose another user to become the new owner of these accounts.
- After selecting a user, click OK.
Note that once a user is deleted, his/her status will turn "Deleted". A deleted user will not be able to access SalesShaper, unless undeleted by the sales manager.
Undelete User
You can undelete a previously deleted user (provided you have sufficient user quota) with the following steps.
- Click on Users from the menu panel to access the user list.
- Look for the user that you want to undelete, and click on the edit icon of the same row.
- You are required to undelete a user before you can edit his/her details. Click YES when prompted to undelete the user.
The user will be undeleted, and you can proceed to edit his/her details or click CANCEL to go back to the ‘View user’ screen.
Did not find an answer to your question? Write to us at support@salesshaper.com