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How To Create and Edit Users in Salespath

Kristin
Updated

Manage your Salespath users with ease—learn how to add, edit, bulk upload, and disable accounts to keep your team set up for success.

Available to: Tenant Admins, Site Managers (if enabled)

Note: Your Implementation Manager will grant you Tenant Admin access to Salespath. Once you have logged in as a Tenant Admin, you can create all other users by following the instructions below. 

Prior to adding users to your account, we recommend getting familiar with Salespath Roles and Permissions.

Add users in bulk

  1. From the lefthand navigation menu, click Settings > User Manager
  2. Click Actions > Download Template.
  3. You will see a pop-up with instructions to download a template. Click Download Template to proceed.
  4. Open the file in your supported program of choice (Microsoft Excel, Google Sheets, LibreOffice Calc, WPS Office, OpenOffice Calc).

  5. Edit the file with all required fields. Required fields are indicated with an asterisk (*). 

    💡 Rinsed Tip: Refer to the Info tab of the spreadsheet for more information about each field. 

  6. Once your spreadsheet is finalized, save changes and export as a .XLSX file.

    ⚠️ Important: You MUST save the file as an .XLSX after editing. Other file types are not supported for bulk upload.
  7. In Salespath User Manager, select Actions > Upload from Template. 
  8. Select the correct .xlsx file from your device, then click Upload & Create Users.

If you get an error during bulk upload

Invalid file formats or cell entries may cause user uploads to fail. Additionally, if uploading a user that already exists, the row will fail.

If your upload fails, you will see an error message stating which user(s) failed to upload and why. 

Please note that any failed uploads not indicated in the error message will still be created. In other words, if you upload 100 new users, and you see a failure message for 1 user, the other 99 will still be created. 

In the event of an upload failure, please re-create your template with only the failed users, make the necessary changes, and upload again. 

💡 Rinsed Tip: Did you know you can also add multiple locations at once? See How to Bulk Upload Locations in Salespath to get started.

Add a user individually

  1. From the lefthand navigation menu, click Settings > User Manager
  2. Click Create User.
  3. Enter the applicable information for the following fields:
    • Username: We recommend you try and keep this as simple as possible. First initial and last name is usually the easiest thing for your team to remember on a daily basis.
    • Password: Since your team will need to log in on a daily basis, we recommend you try and keep this as simple as possible. Users can always change their password after logging in.
    • First Name
    • Last Name
    • Phone number
    • Email Address: All members of your team should be sure to enter a valid email address, as this is how they will receive their marketplace rewards.
    • Role: Choose from Salesperson, Site Manager, and Tenant Admin.
      • Salesperson - anyone on your Sales team.
      • Site Manager - assign to the managers for each location. When these users log in they will be shown their location's dashboard by default, although they will have the ability to select other locations as well. 

      • Tenant Admin - assign to anyone on the ownership or corporate level of your operation that will want full access to all settings. 

        Note: If a user will want both the ability to see the dashboard and data AND have a login to occasionally sell on the tablet, you should create two user accounts for them. One with a “Salesperson” role and another as a "Site Manager" role. 

    • Agreement Group: This is our “End User Licensing Agreement” that will appear to all "Salesperson" role users when they first login to the Salespath tablet. They will be prompted to read and sign a copy of this document. All users will see our default agreement unless you create a custom agreement. You can learn more about agreements here.
    • Support Groups and Manager Groups: There are two contact groups - Support and Manager. These groups have to do with which CoachBot messages appear in your Sales Stream when you are logged in. For more information on setting up contact groups, click here.
    • Graduating Commission Plan: This is only applicable if you are using a graduating, or tiered commission plan. Click here to learn more about setting up commission plans. If a graduating commission plan is being used, select it from the options shown in the dropdown menu. If not, leave this set to “No Graduating Commission Plan”.
    • Title: This is how we track commission. If a standard plan is in use, select the commission plan from the drop down menu. If a graduating plan is is use, select which tier you would like to apply to the salesperson from the drop down menu.
    • Default Location: For multi-location groups, we have the capability to assign a salesperson to either a single location or all locations. They will still be able to login at any location.
  4. Click Save once you've filled out all relevant fields.
  5. Share the username and (temporary) password with your team in whichever way you'd like. They will now be able to log in using your Salespath login URL and the provided credentials.

Edit users in bulk

Use the Bulk Edit tool to update the commission plan and title for multiple Salespeople at once. This is useful when rolling out a new or updated commission structure across a team or location.

Eligible users

Not all users can be bulk edited. A user must meet both of the following conditions to appear in the selector:

  • They are not synced from an external directory, and
  • They have the Salesperson role or Site Manager / Tenant Admin role with Allow Sales enabled.

Locations that have no eligible users will not appear in the selector.

How to bulk edit

  1. Navigate to Settings > User Manager.
  2. Click Actions > Bulk Edit.
  3. Select the users you want to update. You can filter by location to narrow your results.
  4. Select a Graduating Commission Plan from the dropdown.
  5. Select a Title based on the rules below.
  6. Click Preview Changes to review which users will be affected before applying.
  7. Click Update X Users to confirm.

Note that the Title dropdown updates automatically based on the commission plan you select. When a rank-locked plan is selected, the Title field is hidden because the salesperson's rank automatically determines their title. There is nothing to set manually.

Edit a user individually

  1. From the lefthand side menu, click Settings > User Manager
  2. Next to the desired user, click Edit > User Info.
  3. Make the desired changes and click Save.

Disable a user

Navigate to Settings > User Manager > Edit > User Info on the user in question, and click the Disable Account button at the bottom of the page. This will remove the user's access to the Salespath platform and they will no longer be able to log in with their credentials.

Note: You cannot permanently delete a user, as there might be historical data tied to them.

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