Wondering how your team can collaborate to reach their sales targets? Zomentum allows you to add your teammates under different roles in the system. Please go through the article below to learn more.
I. Adding a new user to Zomentum
a. Navigate to Settings -> Users
b. Click on ‘Add User’ on the top right corner
You will be redirected to a page as follows, which lists all your current users:
Type: Refers to the role of user (ex. Admin, Manager, User)
Status: Shows whether the user is active or inactive
c. You can add a new User by clicking on the ‘Add User’ icon on the top right. From the pop-up window, fill in the details and click ‘Save’.
Note: Users have to verify their account using the email they receive from Zomentum, to get the access to the account. Here is a sample email for reference:
II. Edit the User Details
a. Click on the three vertical dots against the user account you would like to edit
b. Click on ‘Edit User’
III. Disable a User from Zomentum
You can disable users from Zomentum at any point in time.
Click on the three vertical dots against the user account that you want to disable
Click on ‘Disable User’
Note 1: You cannot permanently delete a user from the Zomentum account.
Note 2: Only the Admin can disable another user.
How to choose the right role while creating a new user?
Please refer to the table below before assigning a role while creating a new user.
Note: When you replace an existing Primary Contact with a newly added contact, the previous Primary Contact will be considered as Secondary Contact by the system.