Managing team members (Users) on your account is easy. There are two ways to access the team management screen:
Click on the “Manage Team” icon in the Home Dashboard toolbar at the top.
Select “Team Management” from the “My Account,” main menu item, which is found on the upper right of your screen.
Once you’re in the Team Management screen:
You can add licenses to your Team subscription by contacting your customer service representative or by calling 877.708.3844
Next to each Admin and User in the list, you will see their “Allowed to Access” privileges and their current status, Active or Inactive. Click on the gear icon at the end of the row to access the following:
To deactivate an Admin, please contact your customer service representative.
PLEASE NOTE: Both Admins and Users can reset their passwords by clicking on the Lost Password link on the Salesgenie log-in screen.
Our award-winning customer care team is here for you. Call 877.708.3844 orContact Support