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Salesbot and Multiple Users - Multi-user Accounts
Salesbot and Multiple Users - Multi-user Accounts

Looking to get your whole team using Salesbot or want to add additional users? Here's how!

Daniel Jenner avatar
Written by Daniel Jenner
Updated over 2 months ago

If you're looking to get your entire team using Salesbot, there's a few quick and easy steps to take. Note that multi-user accounts are available after the trial period, or by reaching out to our sales team at sales@salesbot.io where we can assist you in getting this configured.

First, head to the 'Billing' section, located here: https://app.salesbot.io/settings/billing

Then, increase the number of Primary users you'd like to have. If you want to add 2 more users to your Salesbot account, just click the up arrow and add 2 more users.

Then, head to the Teams section, located here: https://app.salesbot.io/team

On the right side, click 'Assign', and then enter the email address of the user you'd like to invite. Checking the 'Admin' box will allow that user to make changes and see the billing information, invite other users, etc.

After clicking 'Invite', your user will receive a customized email from Salesbot, with a clickable link to get signed up for their own Salesbot account.

Hope this guide was helpful, if you have any questions, reach out to us at support@salesbot.io.

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