How to add to your Team

This article details how you add someone to your SalesCloud team.

1. Log in to admin.salescloud.is and navigate to Company -> Team in the left panel

2. Click Add to team and a window will appear with 5 steps.

Step 1. Fill in the fields Full name and E-mail then click Next.

Step 2. Fill in a phone number, if you do not have it you can put N/A and click Next.

Step 3. The system can generate a password or you can write your own then click Next.

Step 4. You have the option to choose the role which is automatically Standard. Do not change this. Then click Next

Step 5. and you will go to the last step that shows you an overview. In order to complete the process click Invite and an email will be sent to the employee. 

Please note, if the person already has a SalesCloud account for a different team you will not have to fill in steps 2 and 3.