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:

1. Select the "Admin" tab in the left navigation menu.
2. Click on the "Add/Edit Users" link in the "Manage Users" section (second block from the left).
3. After you click on the "Add/Edit Users" link above the user table (top left), you will see an orange button labeled "Add New User". 
4. Fill out the User Profile form and SAVE using the "Add User" button.

Best Practices for Managing Users in BIGContacts

• Set Clear Permissions: Assign roles that control access to contacts, reports, and account settings.
• Regularly Update User Access: Adjust permissions as responsibilities change within your team.
• Reassign Tasks Before Removing Users: Prevent workflow gaps by transferring tasks to active users.

FAQs on Adding Users in BIGContacts

1. How many users can I add?

The number of users depends on your plan. Check Admin > Subscription Settings for details.

2. Can I limit access for certain users?

Yes. You can restrict user roles to control access to specific features, contacts, and reports.

3. What happens if I remove a user?

Once removed, the user loses access immediately, but their past interactions (emails, tasks, notes) remain in the system.

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

Yes. Before removing a user, go to Admin > Add/Edit Users to transfer their assigned tasks and contacts.