Managing people

Where

Setups → Administration → Users

Plan

Growth and above

Permission

Administration → User

What a role is and how to build one is covered in Roles and permissions. This page is the Users screen itself.

Adding a user takes two steps, not one

Creating the account is only half of it. Until you also give them access to a company or a branch, they sign in and get “No workspace assigned” — “Your account isn’t assigned to any company or location yet. Please contact your administrator to set up your access, then sign in again.”

Both steps are below. Do not stop after the first.

Step one: create the account

1. Go to Setups → Administration → Users and click New user.
2. Fill in the Username and Email — both required.
3. Add First name, Last name and Phone number if you want them.
4. Type a Password, at least 8 characters. You are setting their password, and they can sign in with it straight away.
5. Leave Active on Yes.
6. Under Roles, tick the roles they should have.
7. Save.

Tell them the password yourself

SaleSprint emails the new person to say they have been added and points them at the sign-in page — but the email never contains the password. If you do not pass it on, they cannot get in.

There is no “resend invitation” and no “send a reset link” button anywhere on this screen.

A user with no roles ticked gets no roles

There is no automatic starter role, whatever the Roles screen’s Default role switch suggests. Tick the roles on this form.

What the columns mean

Verified shows two dots, for email and phone. They turn colour when the person has confirmed that address themselves — you cannot mark someone verified.

The verified dot can be out of date

Changing somebody’s email address does not clear the tick, so a brand-new, unconfirmed address can still show as verified.

Access is the one most likely to mislead:

Badge	What it really means
Reset pending	Require password change is switched on — but nothing ever acts on it. The person is never asked to change anything and the badge never clears.
Lockout on	Failed-password lockout applies to this account. This is the normal, safer state.
OK	Lockout has been switched off for this account.

So the green OK badge actually marks your less protected accounts, and no badge ever tells you someone is locked out right now.

The Status filter above the table does nothing — picking Active or Inactive leaves the list unchanged.

Step two: give them access to a branch

1. On the user’s row, open the ⋮ menu and click Manage access.
2. Click Assign location.
3. Choose a specific location, or the whole company — which shows as Whole company.
4. Optionally set a date window, otherwise it reads Always.
5. Save.

One person can hold several grants across several companies and branches. What they picked in the top-bar switcher is drawn from exactly this list.

You can also use Edit denials on a grant to take a permission away from someone just at that branch.

Only a role literally called “admin” skips this

A role named admin sees every branch without any assignment. A role you created called Owner, Manager or Supervisor does not — even with every permission ticked, they get the “No workspace assigned” screen until you assign them somewhere.

Giving or denying one person a single permission

Roles handle most of it, but you can adjust one person directly.

1. On their row, click Manage permissions. The dialog is headed Permissions — name.
2. Find the permission, using Filter permissions if the list is long.
3. Then either:
   • tick it to grant it to this person on top of their roles — it shows as Direct; or
   • on something they get from a role — marked From role with a padlock — click the red ×, Deny for this user.
4. Click Save permissions.

A denial always wins, even over a role that grants it. To undo one, click the ↻ button, Remove the denial.

Denials and undos cascade

Denying a permission also denies everything beneath it. And removing a denial from one of those children also lifts it from the parents above — so undoing one small thing can quietly restore more than you intended. Check the group afterwards.

You can only deny something a role already grants. There is no way to block a permission in advance.

This dialog saves on its own

If you open Manage permissions from inside the user’s edit form, saving it writes immediately. Cancelling the form afterwards does not undo it.

Changing a password for someone

Edit the user and type a new Password — leaving it blank keeps the current one.

Two side effects

Setting a password signs that person out on every device immediately.

And if the new password matches one they used recently, the save is rejected and the whole edit is rolled back — so a name change you made at the same time is lost too. Change the password on its own.

When someone leaves

Deactivate them. Use the Deactivate row action, or set Active to No. They can no longer sign in, their history stays intact, and you can bring them back with Activate at any time.

Never use Delete for a leaver

Deleting hides the person, but their username and email address are permanently taken. If they come back — or you simply mistyped and want to start again — you cannot reuse either. You have to invent a different username and a different email address, for ever.

There is no way to restore a deleted user from inside SaleSprint.

Deactivating does not free up a seat on your plan

Your plan allows a fixed number of users, and that count includes deactivated ones. Only deleting frees a seat — which is the one situation where deleting is the right answer, and it costs you that username and email permanently.

If you are at your limit, that is the trade-off to weigh.

You can lock yourself out

Nothing stops you deactivating or deleting your own account, or the last account that can manage users. Only the original account literally named admin is protected, and only in the screen — rename it and the protection goes.

Before removing an administrator, make sure another one exists and works.

Plan limits

Plan	Users
Essential	2
Standard	8
Growth	12
Professional	20
Enterprise	45

Over the limit, saving fails with “Your plan allows N users and you have M. Upgrade or remove one to add more.”

Users and Roles need the Growth plan

On Essential and Standard the two menu entries are hidden, even though those plans include 2 and 8 user seats. There is no screen on which to spend them.

Related

• Roles and permissions
• Companies and branches
• Shops and where you are working