Adding a New User

Administrators can access user management under the Settings tab in the main nav. 

Adding Users to WideAngle's 1:1 Software

Go to Settings>Users and click the "Invite User" button on the top right corner.

You will need to provide the user's personal information, such as First Name, Last Name, and Email address. You will also need to set the new user's WideAngle Access, Role, and, optionally, Manager. Once you press save an invitation will be sent to the user with further instructions that will enable them to log in.

The following GIF shows the process in detail:

In WideAngle for Sales Teams

WideAngle synchronizes all your active Salesforce users automatically. To grant access to WideAngle, you have to find the individual then give them the proper Role, WideAngle Access, and optionally a manager.

To find the user type the user's name into the search box. When you find the user's name, click the edit symbol on the left of the user's name. 

Once you assign the appropriate permissions, the individual will be able to login to WideAngle through Salesforce. 

The following GIF shows the process of finding an user and assigning new permissions.