Manage Users

SalesLoft team members include all of the admins and users who currently have or have previously had a SalesLoft account. As a team admin, you can invite new SalesLoft users and manage all of those team members from Users tab.

To access the Users tab, click your name in the upper right corner of the SalesLoft platform and click Team to go to your Admin Settings. From the left-side settings menu, go to the Users page.

In this article, you will learn how to manage your SalesLoft users, including:

• Invite Users
• Users Settings Page Layout
• Filter Users
• Export Users
• Active Users
• Edit Users
• Deactivate Users
• View Inactive Users
• Activate Users
• Invited Users
• SLU: Team Admin: User Settings (Video)

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Invite Users

Whether your team is just getting started with SalesLoft or you’ve recently hired team members, as a SalesLoft admin, you can invite new users to the SalesLoft party.

Things to Note: Admins may add licenses as they are needed. When the number of active users exceeds the license limit on your contract, our SalesLoft team will reach out to ensure these increases are reflected in your contract. If you have any questions or concerns about adding additional licenses, please contact success@salesloft.com.

To invite new users, follow these steps:

1. Go to the Users page under your Team Settings.
2. Select the Invite Users button in the upper right corner of the user management table. The Invite by Email window will appear.
3. Type in or copy and paste the email address(es) of the users you wish to send SalesLoft invites to.
   • If you are adding multiple email addresses, separate each email address with a comma.
   • Below the text box, you will see the total number of available seats. As email addresses are entered into the text field, the number will update to reflect how many invites you may still send. 
   • If an email is invalid due to a lack of a domain or "@" symbol, an error message will appear in the email invite window. When an invalid email address is detected, the Send Invites button will be deactivated until the invalid email address is fixed or removed from the text field.
4. Assign User Settings to everyone in the invite list by selecting the following:
   • Role: Assigns each user a specific role. 
   • Group: Assigns each listed user to a particular group.
5. Hit Send Invites. A notification will pop up when invites have been successfully sent.

   

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Users Settings Page Layout

The Users tab found in your Team Settings allows you to manage your SalesLoft users activation statuses, roles, and more. 

Let's walk through the Users Settings page from the top-down to define what each component is and what you can do in the Users Settings. 

• Current Plan Licenses: The number of licenses you have available. This is the number of users you may invite to the team,
• Conversation Intelligence Seats: Shows the number of users with Conversation Intelligence access out of the total number of seats available. 
• User Tabs: The tabs separate your user tables based on the user's status. The status options (and tab names) include: 
  • Active: Current SalesLoft user
  • Inactive: Previous SalesLoft user whose access has been disabled.
  • Invited: Future SalesLoft user. When a person is sent a SalesLoft invite, they will be added to the Invited table until they accept the invite. Then they will move to an Active user. 
• Filter: Refine the list of user's names by a set filter. 
• Search: Located to the top-right of the Users table, search to quickly find a user within the table based on their user name or email. 
• Invite Users: Button to begin the Invite Users steps.  
• User Management Table: Where you can view and manage user roles, groups, etc. Table layouts will change based on the tab you are viewing. 
• Sort User Management Table: Sort the page view by using the arrows next to columns for User, Email, Group, and Role
• Page Navigation: The User table is broken down into pages. By default, the table displays 25 users. You can customize the page to display 25, 50, or 100 users at a time by clicking on the arrow navigation below the Users table.  

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Filter Users

The filters on the User management page allow you to refine the list of users that are visible. You may filter the user list based on Groups.

To filter your user list by Groups, follow these steps: 

1. Under your Team Admin Settings, click the Users tab. 
2. In the upper left corner above the user list, click the Groups button to open the filter options. 
3. Search and select any Groups you would like included in the filter. 
4. Click Apply to put the filter in action. 

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Export Users

Click the Export Users button to download an exported CSV file of active and inactive users. The export option gives you have on-demand access to user information for auditing purposes. 

To export your user list, follow these steps: 

1. Go to the Users tab in your Admin Settings.
2. Apply filters for Email, Group, or Role on the Users Table. If filters are not applied, all Active and Inactive users will be included on the export.
   • Things to Note:
     • There is no current maximum limit to the amount of users that can be included in the export.
     • If a customer does not currently subscribe to Conversation Intelligence, then that column will be hidden and will not viewable within the export.
3. Click Export Users in the the top left corner of the Users Table.
4. A window will appear for you to confirm the export. Click Export. 
5. The export will appear as a direct download on the bottom left-hand corner of the browser. Click the download in the bottom left-hand corner to open the CSV. The exported file will include columns for filtered or unfiltered user data selected by the customer.

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Active Users

The Active tab of your Users page is your primary hub for managing the users on your team. 

Here’s a list of actions you can take from the Active tab:

• View your Active Users:  The current number of active users.
• Set Groups: Group your users to set specific visibility rules as well as see collective group metrics. Use the Groups dropdown picklist to select the group you would like your user to be nested under.
• Manage Conversation Intelligence: The recording toggle allows you to set whether or not a user may record scheduled calls using Conversation Intelligence. 
  
  • Things to Note:
    • The Conversation Intelligence column will only appear if your team has access to Conversation Intelligence. 
    • If you enable Conversation Intelligence for more users than you have available seats, the number of active Conversation Intelligence users will appear red.  
• Set Roles: Different users may need different levels of SalesLoft access. Choose between the two default roles (Admin and User) or create your own roles for specific permissions. Use the Roles dropdown picklist to assign the role of that specific user. Note that users will default to the User role.
• Set Seat Type: Select the level of access the user has to the platform. The seat types include the Platform or Lite options.
  
  • Things to Note:
    • Users with Lite access have limited access to the SalesLoft platform. 
    • Seat Type is only accessible to teams who have purchased Lite seats and must be enabled by a SalesLoft rep. If you would like to learn more, please contact your SalesLoft Account Executive.  

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Edit Users

The user management table allows you to quickly edit the following fields and access for your users:

• Group
• Meeting Recording: This grants Conversation Intelligence access
• User Role
• Seat Type

To edit the settings of users in bulk, follow these steps: 

1. Go to the Users page under your Team Settings.
2. Select the multiple users you would like to update. The number of users that are selected out of the total number of users on your team will appear above the table. 
3. Click the Edit button that has appeared above the table. The edit module will pop up. 
4. In the edit module, use the dropdown menus to edit the following: 
   
   • Group
   • Meeting Recording
   • Role
5. Once your settings are correct, click Save. A notification will appear to inform you that the user's information has been updated. 

Conversation Intelligence can be managed by turning the toggle on or off to enable or disable the feature.

All other columns may be managed using the dropdown menu for the individual user. Let's walk through updating the Role of an individual user:

1. Go to the Users page under your Team Settings.
2. Under the Active tab, scroll in the user management table or use the search bar to find the user whose role you would like to update.
3. Go to the Role column and click the role. A dropdown menu will appear.
4. Select the role you want for that user. Changes will automatically save upon selecting the role type.

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Deactivate Users

In the event that a user is no longer on your team, you may deactivate their SalesLoft license.

To deactivate a SalesLoft user, follow these steps: 

1. Go to the Users page under your Team Settings. You will immediately be on the Active tab.
2. From the table, select an individual's email address, or select the checkbox in the upper left corner of the column to select all of the email addresses. 
3. A red button will appear to deactivate the user(s). Click Deactivate to complete the action. The user(s) will be moved to the inactive list. 

 

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View Inactive Users

Your inactive users no longer have access to SalesLoft.

Inactive users will still show their previously assigned group. If a group was never selected, the group will display Not in Group. You may edit the group name (maybe switch them to Not in Group) to remove the user from any data attributed to that group.

Inactive users will also still show their previously assigned role. You may edit the role using the dropdown menu.

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Activate Users

In the event that a user has been moved to the Inactive list, but needs SalesLoft access you may activate (or reactivate) the user to the active status. 

To reactivate a user from inactive, follow these steps: 

1. Go to the Users page under your Team Settings.
2. Go to the Inactive tab.
3. Select an individual email address, or select the checkbox in the upper left corner of the column to select all of the email addresses. 
4. A green button will appear to activate. Click Activate to complete the action. The user(s) will move to the Active tab. 

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Invited Users

The Invited tab shows a list of all email addresses you have previously sent SalesLoft user invites to. 

From this tab, you may cancel invites in the event that an email address no longer requires SalesLoft access (or an incorrect email address was used). To cancel a SalesLoft invite, follow these steps: 

1. Go to the Users page under your Team Settings.
2. Go to the Invited tab.
3. Select the individual email address, or select the checkbox in the upper left corner of the column to select all of the email addresses. 
4. A red button will appear to cancel the invites. Click Cancel Invites to complete the action. 

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SLU: Team Admin: User Settings (Video)

Want to know about the admin User Settings, but prefer a video format? Visit SalesLoft University to see the Team Admin: User Settings video tutorial.