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How to Add a New User in REsimpli

UPDATED October 27, 2024 | < 1 minute
Sharad Mehta
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Sharad Mehta
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How to Add a New User in REsimpli

Once logged in to REsimpli, click on the right sidebar menu. Select Manage User.

Click Add New User in the upper right corner of the screen. Fill out the necessary information. Click each tab to update.

  • a. For Team Member Info: Fill out the First Name, Last Name, Email, and Contact Number.
team member information
  • b. Update Roles and Markets. Tick Roles (example: Acquisition Manager). Click Update Assignment if necessary. Click Choose Market.
select role and market assignment
  • c. Update Campaigns, if there is.
  • d. Update Access Permissions. Update necessary access for the user.
Access permission for lead and admin

Click Save. User Added Successfully notice will pop up in the upper right corner of the screen.
Note: The added user will receive an email to verify and log in.

END.

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