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:

  1. Go to Settings >> Teams in the web app or Click here.
  2. Click on Invite Member at the upper right corner of the screen.
  3. You need to purchase a seat in your SalesHandy Account to add a Team Member.
  4. If already purchased, entered the email id of your team member.
  5. 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:

  1. Go to Settings >> Teams in the web app or Click here.
  2. Click on the Menu Button of the user you want to remove under the Action column.
  3. Confirm your Delete request by clicking on Delete Button.

Saleshandy also allows your swap a new Team Member over an existing Team Member.

For swapping a Team Member to an existing seat contact our support center at   support@saleshandy.com.
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