User Management

User management is available to Coaches (who can add/manage all users in an instance) and Managers (who can add/manage users on their team).

To access the user management page, click on the hamburger menu and select Manage Users.

Create Users

To create new users in your instance, click the Add Users button

There are 3 methods to create a new user in your instance: Add (via email invite), Import (via csv/xls/xlsx file), and Text input.

Add users: select the users’ Role, Manager, and input their email address. This workflow sends the user an email invitation to SalesHood.

They will need to access the email to activate their account. If the user already has an active account in SalesHood, they will instead be directed to login to their main instance to switch between instances.

Import users: upload a csv, xls, or xlsx file with columns for First name, Last name, Email, Title, Role, Team (managers’ email), and Segment.

If your instance uses password authentication, we will ask you to set a password for the imported users.

Text: you can import users via text input by using this format (each user on a separate line): First Name, Last Name, Email, Title, Role, Manager’s Email, Segment.

If your instance uses password authentication, we will ask you to set a password for the imported users.

Manage Users

In the lefthand column, you can search and manage Groups, Teams, and Segments. In the righthand column, you can search and manage Users.

To update a users’ organizational info, check the box next to their name(s) and use the Actions dropdown to do the following:


Note: to reactivate an inactive user, please contact support@saleshood.com

To update a users’ account info, click on their profile image where you can edit the following:

  • Name
  • Email address
  • Title
  • Start date
  • Time zone
  • Profile photo

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