User Management

Learn how you add a User, how they create their account, or how you deactivate a User.  Add a New User Go to Admin > Users in the main navigation menu Click on Add Users Enter their First Name, Email Address, and then click " Send...

This is the experience your users will have when being invited to your Infusionsoft account. If you need to learn how to invite a new user, check out this article . This includes brand new users and those users that already have an Infusionsoft ID ...

Go to Admin  > Users Pro-Tip ! By Default the filter will display " Active and Invited Users ". Select " Inactive " from the drop down to quickly locate your User to reactivate .  Click Users Name in Blue Scroll Down > Click ...

A user team consists of "managers" and "users". A manager has access to the records (contact, opportunity, etc...) of the users on their team. For example, if you have multiple sales teams, you may want to segment those teams in Infusionsoft so that...