Multiple users can collaborate within your dealcode.ai account, and you can assign different roles to each user.
How to add a user
How to add a user
➡️ Access Settings
Click User under Settings in the sidebar.
Click Open user settings.
Click on Users in the side bar.
Click Invite User.
➡️ Enter User Information
Email & Role: Enter the email address of the new user.
Select Role: Choose a role within dealcode.ai:
Admin: Has all permissions, including user management, can consume tokens.
Campaign Editor: Can create lead searches, templates, and campaigns, no user management, can consume tokens.
HR-Manager: Can create and edit candidate searches/lead searches.
Sales Manager: Can create and edit lead searches.
Viewer: Can view lead searches and campaigns but cannot make changes.
Full Name: Enter the full name of the user.
Phone Number (Optional): Enter the user's phone number.
➡️ Send Invitation
Click Copy invite link to copy an invitation link to your clipboard (optional).
Click Invite to add the user. The user will receive an email with instructions to set up their account.
How many users can I add?
How many users can I add?
You can add as many users as you need for no additional charge.
👉 Invite Your Whole Team!
Adding your entire team to dealcode.ai will enhance efficiency and ensure smooth operations for your campaigns:
Better Collaboration: Teams can work together more efficiently by accessing shared data and insights across departments.
Avoid Duplicate Outreach: Existing leads won’t be contacted multiple times, ensuring streamlined communication.
Team Continuity: If a key team member leaves, the rest of the team retains access to dealcode.ai, allowing work to continue without disruption.
Video Guide: User Management