How to Add a New User

 

Bringing your team into BIGContacts ensures everyone can access the right information, making it easier to track customer interactions, assign tasks, and collaborate efficiently. Whether onboarding a new hire or expanding your team, adding users with the right permissions helps keep your workflow organized and seamless.

 

This guide will walk you through adding new users, setting up their roles, and managing access levels, so your team can work smarter, not harder.

 

How to Add Users to Your Account

 

Step 1: Go to the Admin Section

From the left navigation panel, click Admin.

 

Step 2: Select Users

Under Admin, click Users.
This will open the Users dashboard where you can view all existing users.

 

Step 3: Click Add User

In the top-right corner, click the Add User button.

 

Step 4: Fill Out the User Profile Form

The Add User form includes these fields:

• Email

• First Name

• Last Name

• Short Name (display name)

• Password

• Confirm Password

• User Role (dropdown with roles such as Administrators, Project Manager, Customer Support Executive, etc.)

Fill out the required fields and assign the appropriate User Role.

 

Step 5: Click Add User

Once the form is complete, click Add User at the bottom to save.

Your new team member is now added to your BIGContacts account.

 

Best Practices for Managing Users

 

Assign the Right Role

Roles determine what a user can view or modify. Choose a role that fits their responsibilities.

 

Keep Access Updated

As team responsibilities shift, review and update roles from the Users page.

 

Reassign Work Before Deactivating

Before changing a user’s status from Active to Inactive, reassign their:

• Tasks

• Contacts

• Meetings

This prevents interruptions in your workflow.

 

FAQs on Adding Users in BIGContacts

 

1. How many users can I add?

This depends on your subscription plan.

 

2. Can I limit access for certain users?

Yes.
User roles allow you to restrict access to contacts, reports, or account settings.

 

3. What happens when a user is deactivated?

Their access is removed immediately, but their old activities (emails, tasks, notes) remain saved for record-keeping.

 

4. Can I reassign tasks and contacts from a removed user?

Yes.
From Admin → Users, change the user's status or use the action menu to reassign responsibilities before removal.