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How do I change the role of a user in SalesAutomation?

Last Update: 7/21/2017 11:34 AM
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​​How do I change the role of a user in SalesAutomation?

​Answer:

  1. ​​In MSPComplete, from the All Products list, select SalesAutomation.
  2. On the left, under Users, click Current Users.
  3. Click on the pencil icon to the right of the user you want to modify.
  4. Click on the drop-down under Role, and make your edits. Users can be assigned as either a Sales Person or as an Administrator.
  5. Click Save.