Repsly allows you to have as many back-office users as you want and they are free of charge.

When you create a new back office user you can give them full access to all clients, representatives, products, forms, audits and more, but you can also restrict your users to particular user roles.

Adding a Back Office User

1. In order to add a back office user, you must first click on the gear key

2. Next you must open settings from the drop down menu

3. Click on the Back Office User in order to edit

4. Click on New User

5. Fill in necessary data

6. Save new user

Results

Completing these steps will create an email sent to to the new back office user. This email will contain a link which will allow him or her to create a password in order to get into the back office and have complete access.

Changing admins/account owners

If you need to change your admin/account owner, please create a back office profile for this user first. When you do that contact us at support@repsly.com and we can switch the admin rights to the new user. Once the change is made, the new admin can deactivate the old admin account that has now become a regular back-office profile without admin rights.

***If you want to restrict your back-office users to certain user roles, please look at our instructions in this guide: How to limit Backoffice users to certain functions