How to add users and teams on Sales Companion

Adding New Users

1. Navigate to Settings

2. Click User Management

3. Click Add User, input the email address and assigned role for each new user and Complete

4. The new user(s) will receive an email invitation to finish their account setup

Create and Manage Teams

Create Team or Edit Team:

1. Navigate to Teams

2. Click Add Team and give your team a name

3. Select which users should be added to the team

4. Click Next

5. To remove a user from a team, click the delete icon on the right-hand side and this will remove them from the team

Edit Team Configuration:

1. Select the settings cog relevant to that team

2. Choose the appropriate claiming rules

   1. Can claim any company (even those outside the target market)

   2. Can claim only those within the team’s assigned target market, if these are not assigned to any user

   3. Cannot claim any

3. Choose if claiming requires approval for points a & b above

View Assigned Companies and Claim Requests:

1. Navigate to the team’s assigned companies by selecting the link to ‘X Companies Assigned’

2. See which user is assigned to which company inside the table

3. Unassign or reassign companies if necessary

4. View claim requests inside the Claim Requests tab

5. Approve or reject claim requests