How to Add Teammates and Remove Them When They've Left

Note that you must have the required permissions to make any changes to users.

Add a User (Teammate)

1. Navigate to Settings in the left main menu, and then click Users

2. Click the +Add User button in the top right:

• This will bring up a window to enter in their login info, permission profile (required), territory, and team (optional)

3. Click the Save button when finished

Once you click save they'll be added to your app and an invitation for them to join and create a login password is sent to the login email you just set for them!

Deactivate (Delete) a User

If you need to remove a teammate from your app for whatever reason, here's how:

1. Navigate to Settings in the left main menu, and then click Users

2. Click on the menu on the right of the user you want to deactivate and select Deactivate:

3. In the modal that pops up, click Deactivate

• This will also unlink all connected email accounts for this user

• That user is now deactivated and moved to the bottom of your user list and grayed out
  • You can reactivate them at a later date if needed
• You'll want to both reassign any contacts and accounts they owned, and make sure any emails that were sending from them send from another user!
• We only allow de-activation, never deletion of your users, so that even once this is done, you can still see their historical data in your Apollo Analytics

Reactivating Users

If you ever need to reactivate a user, locate that user in the User list and click the '...', then select 'Reactivate'

In the modal that pops up, select +Reactivate