As an admin of the MadKudu, you have the power to enhance your team's productivity and collaboration by adding Sales users to the system. This article will guide you through the process of adding new users to your Sales Intelligence account, ensuring that everyone on your team has access to the valuable sales intelligence tools and features they need to succeed. Let's get started!
- Log into MadKudu App using your admin credentials.
- Navigate to the Settings > Users
- Click Add New User
- Enter email, select team, select role = Sales User
The role determines the level of access and permissions the user will have. A Sales user will have access to MadKudu Copilot only. Admins have more permissions such as the ability to add new users, to configure the Copilot and to change the layout.
Every Sales user invited will receive an invitation email from MadKudu that they need to accept. Once they created their account they will be able to access Copilot in your Salesforce or the Chrome extension!
To invite multiple users at once, please send us a CSV with the columns email, name, team, role and salesforce account owner field if they are assigned account with another field than ownerID and submit here