Repsly allows you to have as many back-office users as you want, charged accordingly to your pricing model.
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 back-office user to access the Repsly app, take a look at this article to see How to give mobile access to back-office users.
Adding a Back-Office User
- To add a back-office user, click on the Gear icon. Next, click on Settings from the drop-down menu.
- Click on Back-office users.
- Click on New User.
- 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 that will allow the new user to create a password 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 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.