Manage Users

Invite Users

Admins can invite new users and set permissions under settings > user administration. Invited users will automatically receive an email with a link to set their password and access their account. 

You may be charged a prorated amount for each new user of Spiro.

Update or Remove Users

To update a users role/permissions or manager click the pencil icon on the right-hand side of the screen.

To deactivate a user, click the trash icon on the right-hand side of the screen. 

User ID

User  ID is a unique identifier that can be used to import data for your team. When importing data, insert the User ID instead of name in the User ID column to assign a company/contact/opportunity up the import. To learn more, check out this article on importing data. 

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