Adding and removing team members

The account owner adds and removes team members on the Team page. Everyone you add gets a sales rep login, and there's no extra charge per person.

Adding team members

  1. Click Team in the sidebar.
  2. Click Add Employee.
  3. Enter their First Name, Last Name and Email.
  4. Set a Password of at least 8 characters. RoofSell doesn't email it, so share it with them yourself.
  5. Click Add Employee.

RoofSell then emails them a link to verify their address. They need to click Verify Email Address in that email before they can sign in. If it doesn't arrive, they can try to sign in and click Resend verification email.

Each email address can only belong to one RoofSell account. If you see Email already in use, that person already has a login.

Removing team members

  1. Click Team in the sidebar.
  2. Click the trash icon next to the person.
  3. Confirm when your browser asks Remove this team member?

Their account is deleted and they can no longer sign in. Leads assigned to them stay in your account and still show their name in the Active Rep column, so reassign them on the Dashboard.

Changing a team member's details

There's no edit button on the Team page. Team members can change their own name under Settings, Profile. To fix a wrong email address, remove the person and add them again with the right one.

To see what a sales rep can and can't do once they're in, read Sales rep permissions: what reps can see and do and Understanding roles.

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