Note – Sales users can be added by Editor users, Admin users and other Sales users.
First, Sales users, like all SwiftRev users, are attached to specific brands. For each brand you want a user to have access, you must add them as a user
So, make your way to the brand to which you want to add the Sales user. In the main, left-side navigation, click on “Brands” > Your Brand.
Above is the view of a Sales user. If you are an Editor or an Admin user, you will also see an “Editor” tab for reach brand.
Then, click on “Invite User”. To add a new Sales user, you only need their email address.
Add the email and click “Save”.
Immediately, a new user invite email is sent to the user. Additionally, an onboarding campaign is kicked off, helping the Sales user learn everything they need to about SwiftRev, ensuring success.
See that email, below.
