Adding and Managing Team Members

Admins can add and manage team members on the Team settings screen, accessed via Global Settings > Team.

New team members automatically receive an email from ClientSuccess to set their own, permanent passwords.

Adding a new team member

1. On the Team settings screen, click the "New User" button.

2. Enter the individual's name, email address, and a temporary password. Optionally, you may also specify a manager and a role other than "User." See Roles below for details about the different roles in ClientSuccess.

3. If you do not want to send a notification to the user you are adding, simply uncheck the box "Send welcome email now".

4. Click "Save" or "Save & Add Another" if you have another user to add.

*Note:  If you are integrating with Salesforce, you can also enter the SFDC 18 digit ID which will be a key part of the integration and association of users who are in SFDC and CS.

Deactivate Existing Team Members

1. Simply hover your mouse over the User you'd like to deactivate, and blue "Deactivate" text will appear on the right-hand side.

• Deactivating a User will free up one of your seats, or license. See this article for more details on seat limits.

Roles

Team members in Client Success can have one of five roles:

• User 
  • Access to individual, "My Settings", settings only
  • No access to "Global Settings"
  • Can see and receive alerts about clients assigned to them
• Manager
  • Access to manage all "Global Settings"
  • Can see and receive alerts about clients assigned to them AND clients assigned to those they manage
• Executive 
  • Access to manage all "Global Settings"
  • Can see and receive alerts about all clients
• Admin 
  • Access to manage all "Global Settings"
  • Can see and receive alerts about all clients
• Sales (Limited)
  • Primarily for integrating with other systems (ie Salesforce), this role CAN NOT log in to ClientSuccess
  • Used for Sales Rep Association (takes place of Assigned Sales Rep Name)
  • To use this license type, you will first need to set the new user to a "User" license and have them authenticate their Email Integration.  Once they are authenticated, go back to their user and change it to the "Sales (Limited)" license type.

How to edit a team member

1. Click the individual's name.

2. Edit details in the modal that appears.

3. Click "Save User" to save your changes.

*It is from the this same edit window where CS Admins can reset passwords for their team.*