In this article we'll show you how to add your colleagues to Dealfront.
Please Note: Only users with User Management Access Rights can add new users.
STEP 1: Click on the Settings icon in the top right corner of the menu bar, then navigate to the Company tab and click Users in the left menu bar.
To shortcut straight to this section, click the 'User' icon at the top right corner of the menu bar and 'Invite new users'.
STEP 2: When on the Users page click Invite new user.
STEP 3: Fill in at least the field Email and choose the desired user access rights. If you have multiple accounts under one Dealfront company, choose which accounts and products that user should have access to.
In addition, you can grant access to particular functions.
STEP 4: As the last step, click Invite. The user will receive an invitation to join your Dealfront team and be set up with a login and password. They must accept the invitation email in order to access the account. If an error is made when setting up the invitation we recommend sending a new invitation to the correct email address and removing the incorrect user.
Please note: If a new invited user hasn't accepted the invitation to join Dealfront account, they cannot request a new password here. If the invitation link has expired, admin user can resend invite in Dealfront settings.
Once new user has accepted invitation, they can login with email and password, and choose to use Google or Microsoft login in their login settings. Setting up Microsoft as Single Sign-in for your users isn't possible.
Please note: If a user stops working for your company, you need to revoke access for that user manually in the Dealfront settings. Otherwise the user can still login with the email address and password even if they don’t have access to the email box anymore.
STEP 5 (Optional): All new users are invited to the platform in English, even if you have it set to another language by default.
Please advise your new user to change their language preference immediately upon first login to avoid any delays in re-caching the platform to a different language.
Navigate to Settings > Personal > Details, click the drop down under Language to choose your preference.
Please note: If a new user accesses the platform tools e.g. Target, in the default language of English, and later swaps to German, they will need to log out and back in again, allowing time for the platform to re-cache into the new language, before this change will take full effect.
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Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.
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