Knowledge BaseGetting Started

    Adding new user accounts

    Updated on January 26th, 2022

    Adding new users accounts in SalesBinder only takes a few easy steps, assuming your account has been upgraded beyond the free plan to allow for more users.
    • Make sure you’re logged in an Account Administrator
    • Go to “Settings” (top right corner of your screen)
    • Have a look at the “User Accounts” box in the right column

    Once you’re looking at the User Accounts box, you’ll see that you can “Add Another User Account” as well as delete existing users by clicking on the “x” beside their name. Adding a new User Account only requires that you enter their Name, Email and a Password. You can also optionally change their timezone and enable low inventory reminders if you like.

    Tip: Also have a look at the “Custom Permissions” tab on this screen. You may want to revoke access to specific functionality for each of your specific users.

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