How do I change the role of a user in SalesAutomation?
- In MSPComplete, from the All Products list, select SalesAutomation.
- On the left, under Users, click Current Users.
- Click on the pencil icon to the right of the user you want to modify.
- Click on the drop-down under Role, and make your edits. Users can be assigned as either a Sales Person or as an Administrator.
- Click Save.