Managing Users

User management lets administrators add new team members, control access levels, and manage user status across the organization.

Navigate to: Settings > Users

Admin only: This section requires administrator permissions.

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Viewing All Users

The Users page shows a list of all users in your organization with their:

• Name and email
• Role
• Teams
• Account status (Active / Inactive)
• Last login date

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Inviting a New User

1. Go to Settings > Users.
2. Click + Invite User (or Add).
3. Fill in:
   • Email Address — The user's email (the invitation will be sent here)
   • Role — Select the role that defines their permissions
   • Teams — (Optional) Add them to one or more teams
4. Click Send Invitation.

The user receives an email invitation with a link to set up their account. See How to Register for what the user sees.

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Managing Pending Invitations

To view and manage invitations that haven't been accepted yet:

1. Go to Settings > Users > Invitations (or the Invitations tab).
2. You will see all pending invitations with:
   • The email address
   • When the invitation was sent
   • Expiry status

To resend an invitation:

1. Find the pending invitation.
2. Click Resend to send a fresh invitation email.

To revoke an invitation:

1. Find the pending invitation.
2. Click Delete or Revoke.
   The link in the original email will no longer work.

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Editing a User

1. Find the user in the list.
2. Click on their name or the edit icon.
3. Update their:
   • Role — Change their permission level
   • Teams — Add or remove team memberships
   • Status — Activate or deactivate their account
4. Click Save.

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Activating and Deactivating Users

To deactivate a user (e.g., when someone leaves):

1. Open the user's record.
2. Toggle their status to Inactive.
3. Save.

Inactive users cannot log in but their data and history remain in the system.

To reactivate a user:

1. Find them in the Users list (filter by Inactive status).
2. Toggle their status to Active.
3. Save.

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Deleting a User

Warning: Deleting a user is permanent and cannot be easily undone. Consider deactivating instead.

1. Open the user's record.
2. Click Delete and confirm.

Before deleting, reassign any active deals, leads, or tasks from that user to another team member to avoid orphaned records.

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User Seat Types

Users in SalesKey may be assigned to specific feature seats:

• Leads — Access to the Leads module
• Deals — Access to the Deals module
• Projects — Access to the Projects module
• Timesheets — Access to the Timesheets module

Seat assignments depend on what your organization has purchased. Go to Settings > Subscription to manage seats.

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Tips for User Management

• Assign roles carefully — The right role from day one prevents unnecessary permission issues.
• Add users to teams — Team membership affects data visibility for records shared at the team level.
• Deactivate rather than delete — Deactivation preserves history and can be reversed.
• Review users periodically — Remove or deactivate accounts for people who have left your organization.