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, click on the gear icon. Next, select and click on Settings from the drop-down menu.
3. Click on the Backoffice users
4. Click on New User.
5. Fill in the necessary data and Save the new user.
Completing these steps will create an email that we'll send to the new back office user. This email will contain a link which will allow the new user to create a password in order to get into the back office and have complete access.
NOTE: If you want to enable mobile access for this user, you can also check the enable mobile access box and this user will have a representative profile as well for which you will be charged for.
If a back-office user forgets their password, they can reset it by clicking on "Forgot your password?" right next to the login button in the Repsly web app. The managers can also click on the orange Resend Activation Mail button to resend the profile activation.
***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
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 email@example.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.