How to add a new user to the Back Office

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.
If you want your new backoffice user to have access to the Repsly app, take a look at this article to see How to give mobile access to backoffice users. Keep in mind that you will be charged for a user with mobile access the same as for a representative account.
 

Adding a Back Office User

1. In order to add a back-office user, click on the Gear icon. Next click on Settings from the drop-down menu.
   
   
2. Click on Backoffice users
   
   
3. Click on New User.
   
   
4. Fill in the necessary data and Save the new user.

Result

Completing these steps will create an email that we'll send to the new backoffice user. This email will contain a link that will allow the new user to create a password in order to get into the back office and have complete access.

Changing admins/Repsly account owners

If your company is going through management changes and you need to change your admin/account owner, if you still haven't, please create a new 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 the admin rights.