5. Add & Invite Users to Sales.Live

Adding Users

Once you've set up a User Group  with the appropriate Applications that you want to invite users to, you're ready to add Users. 

You can do this under the User Menu Item from the Plus.Live Administration Menu. 

To get to this menu, click the User Settings Icon (Person with Settings Cog, in the top right hand corner of the screen), and then click on the Administration link. 

The below menu will display. Click on the Users menu tab:

.

This screen is displayed:

To Add / Invite a New User to your Portal, click the Link New User button in the top right hand corner of the screen.

Steps:

1. Choose the Role. Most Users will have the General Role, unless you are adding them as another Administrator of the Plus.Live portal.
   
2. Select the User Group that you would like the users to belong to. This will give them access to the Applications in this User Group.
   
3. Then you can Add as many User email addresses as required. 
   

Each User will then receive an email inviting them to join their Portal, they can click on the link and follow the joining process. 

Tip: You can invite more than one User to your Company Portal at a time. Just keep adding email addresses with a space between each one. 

​

Need further information? 

Submit a ticket (see below) or if you’re not reading this on our online Help Guide, pop an email to Support@Plus.Live.

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