Category: Sales Team Role Management

It’s a dedicated dashboard that shows real-time statistics, user information, and analytics only for users assigned to the logged-in sales team admin.

Go to Users → Manage Users, click “Assign” for the user, and select “None” or “Unassign” from the dropdown to remove the assignment.

The user will be added to that sales team admin’s assigned users list. There’s no limit on how many users can be assigned to a single sales team admin.

Yes, the bulk assignment modal includes a search box that allows you to find users by name, email, or other criteria with real-time filtering.

On the Users manage page, click “Bulk Assign Users”, use the search to find users, select them individually or use “Select All Filtered”, choose the target sales team admin, and confirm the assignment.

No, each user can only be assigned to one sales team admin at a time. If you need to reassign a user, first unassign them from the current admin.

Go to Users → Manage Users, click “Assign” in the Sales Team column for any user, select the target sales team admin from the dropdown, and confirm the assignment.

There’s no limit on the number of sales team admins you can create. The system is designed to scale with your business needs.

The Sales Team toggle is automatically hidden for users with “Admin” role type to maintain system security. Only non-Admin role users can be assigned Sales Team status.

Yes, you can edit any existing admin (except those with “Admin” role type) and enable the Sales Team toggle.