Who is a user in Bigin?
A user is someone with an access to a Bigin account, who can create and manage records, send emails, log calls, etc. Employees in your organization can be added as users in your Bigin account. Each user has a role and profile associated with them that defines the data they can access in Bigin and the actions they can perform on that data.
To add users
- Log in to Bigin with administrator privileges.
- Go to Setup and then Users and Control and choose the Users tab.
- Click +New user button.
- In the Add New User window:
- Enter the First Name and Last Name.
- Add the user's Email Address.
- Choose the Role and the Profile from the dropdown lists.
- Click Invite User.
An invite is sent to the user. The user will be added to your Bigin account once the invite is accepted.