SalesMagic

Teams

User Status

Each user in SalesMagic has a status. This status controls the features that the user can access within the app. The list of statuses is as follows:

  1. Invited: When you invite a new user to join your org, an account is created for them at the point of invitation and their status is set to invited. This lets you see the user is the system and also resend the invite email if necessary. Once the user signs into SalesMagic for the first time, their status will change to active.

  2. Active: This is the default status for all users in your org. This status means that they have signed into their account at least once and have access to all of the app features that their role allows.

  3. Inactive: Users with a status of inactive can sign into their accounts and review their existing data, but they cannot place new calls with prospects, i.e., inactive users cannot consume your org's credits. Admins cannot be made inactive.

Hint

You can review and change any user's status from the "Manage Users" option in your org menu at the top of the nav bar.

Manager Users