User Management

The Users area allows you to add new users, deactivate users, add Infusionsoft Partners, and edit permissions for any of your current users.

Articles

 Users Overview
You can add new users, deactivate users, add Infusionsoft Partners, and edit permissions for your current users. ...
 Add a user
Add a new user to your app.  Navigate to Admin > Users. Click Add Users. Enter a First Name, Email Address, and click Send Email Invitation . ...
New User Invite Process
This is the experience your users will have when being invited to your Infusionsoft account. If you need to learn how to invite a new user, check out this article . This includes brand new users and those users that already have an Infusionsoft ID ...
 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...
Remove (delete) a user in Infusionsoft
You aren't able to completely delete a user but you can deactivate a user. Deactivating a user removes their access. Deactivate a user  Navigate to Admin > Users. Click the users name (link), then scroll down. Click ...
Reactivate a user
Note: Click here if you want to delete (deactivate) a user. Go to Admin  > Users. By default, the filter displays Active and Invited Users . Select Inactive from the drop-down to quickly locate the user that you want to reac...
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 a partner
When working with an Expert Coach or Keap Certified Partner, you will likely be asked to add that individual as a Partner to your app. Navigate to Admin > Users . Click Add Partner Enter the coach or Partner's Keap ID  (typica...