User Management

Allows you to add new users, deactivate users, add Infusionsoft Partners, and edit permissions for any of your current users.

Articles

 User Profiles Overview
You can add new users, deactivate users, add Infusionsoft Partners, and edit permissions for your current user profiles. ...
 Add a user profile
You can create user profiles for people who will be working in the app and send them a welcome email to get started.  Navigate from the Infusionsoft menu to Admin and click Users. Click the Add Users button. Enter a First Nam...
New user email invitation
New application users that are added to the app will receive an email invitation to set up an Infusionsoft user account. If you have not received the email within a few minutes, make sure to check your junk and spam email folders. In the email ...
 Edit user permissions
You may have users in your application that need different permissions based on their job title or function. Infusionsoft makes it easy to set and even clone these permissions to other users saving you time and effort in getting the right people the...
Deactivate a user profile
It's not possible to delete user profiles, but you can deactivate them to remove access and free up the user profile for another user. Deactivate a user profile  Navigate to Admin > Users. In the status drop-down, select Act...
Reactivate a user
Note: Click here if you want to delete (deactivate) a user. Go to Admin  > Users. Select Inactive from the drop-down to quickly locate the user that you want to reactivate. Click the user name (link). Scroll down and clic...
User Teams
A user team consists of "managers" and "users". A manager has access to the records (contact, opportunity, etc...) of the users on their team. For example, if you have multiple sales teams, you may want to segment those teams in ...
Add / remove a partner user profile
Partners can be granted access to an app to work with a client; for example, when working with an Expert Coach or Keap Certified Partner.  Note: Partner users do not use or require a user license from the app. Add a partner user profile...