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

2. Click Users

2. Click the +New 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)

• Click the Create button when finished

Once you click Create 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 and then click Users

2. Click the additional options (...) button 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 seetheir historical data in your Apollo Analytics

Reactivating Users

If you ever need to reactivate a user, locate that user in the User list. Click the additional options (...) button and then click 'Reactivate'.

In the modal that pops up, select +Reactivate

Related Resources:

• How to Set User Permissions
• Permission Profiles Overview