Adding new team members or editing their details and setting their privilege levels is really easy with GoProposal. This is how you do it.
Step 1. Finding Your Team Page
From the admin area of your app, go to Account > Manage Users and ensure you are on the Users tab.
This will show a list of all users currently in your GoProposal app.
Adding a new team member
To add a new team member, use the Invite new user button.
Editing existing details
To edit your own (or your staff's) existing details, select edit user against their name.
Step 2. Defining the Details
Whether you are adding a new team member or editing the details, here's what you need to do.
1. Set their name, position, e-mail and contact numbers.
If you don’t want to include a Mobile Phone No. for example, just put a –
2. Assign their role in GoProposal.
There are two default roles for you to choose from:-
A global administrator has full access to GoProposal and is not limited in functionality.
A member can create and send proposals to clients, view only their own proposals but cannot configure anything else in the system.
Or.. Create your own roles
If you'd like to create your own set of permissions not covered by the default roles, you can create your own roles instead.
3. Set/Change Password
Moving forward, the Team Member will be able to set their own password but you can overwrite it if you need to.
4. Decide if you want to enable Two Factor Authentication for this member.
The number of users you can add will be determined by your subscription plan.
If you have any questions, please reach out to us! 😃