How to Add, Remove or Swap a User Account in your Saleshandy Team?
You can manage your team members through your Saleshandy account to check their emails, campaign, and activities.
Follow the steps to add a Team Member to your Saleshandy Account:
- Go to Settings >> Teams in the web app or Click here.
- Click on Invite Member at the upper right corner of the screen.
- You need to purchase a seat in your SalesHandy Account to add a Team Member.
- If already purchased, entered the email id of your team member.
- Once your Team Member accepts your invitation, s/he will be added to your team.
Follow the steps to remove a Team Member from your Saleshandy Account:
- Go to Settings >> Teams in the web app or Click here.
- Click on the Menu Button of the user you want to remove under the Action column.
- Confirm your Delete request by clicking on Delete Button.
Saleshandy also allows your swap a new Team Member over an existing Team Member.