User Management

The User Management section (Admin only) is where you add team members, assign roles, and control who can access what in Sellify GPT.

Adding Users

To add a new team member:

1. Click Admin in the sidebar
2. Select User Management
3. Click + Add User
4. Fill in:
   • Email address
   • First and last name
   • Role (see role types below)
   • Department or team
5. Click Send Invite

An invitation email is sent. The user clicks the link, creates a password, and gains access to Sellify GPT.

Editing Users

To update a user's information:

1. Find the user in the list
2. Click Edit
3. Update name, role, or other details
4. Click Save

Changes take effect immediately.

Roles Explained

Different roles have different permissions:

Admin

• Full access to all features
• Can add/remove users
• Can customize settings and pipeline
• Can view team analytics

Manager

• Access to own data plus team data
• Can view team performance and scorecards
• Cannot add users or change system settings
• Can assign tasks and deals to team members

Sales Rep

• Access to own contacts, deals, and activity
• Can view shared team data
• Cannot access other reps' contacts
• Can use dialer, SMS, and CRM features

Viewer (Read-Only)

• Can view data but not make changes
• Good for executives or investors
• Can see analytics and reports
• Cannot make calls or send SMS

Activating and Deactivating Users

To deactivate a user (without deleting them):

1. Find the user in the list
2. Click the toggle next to their name
3. Confirm the deactivation

Deactivated users:

• Cannot log in
• Don't count toward your user seat limit
• Can be reactivated anytime
• Keep their historical data intact

To reactivate, toggle the switch back on.

tip

Deactivate rather than delete users to preserve your activity history and comply with data retention policies.

info

Each role has access permissions. Be thoughtful about assigning roles—give people the minimum access they need to do their job.