User Management

This article outlines how to add/remove users in Membrain, how to assign them to different Sales teams and Permissions groups and how to assign a specific Color to Users and Sales Teams. Only administrators of Membrain can add, edit or remove user accounts. 

Create a new user account

There are 2 different types of user accounts in Membrain. Full and Lite users. Learn about the differences between the two in this article Full and Lite User Accounts.

1. Click the Profile Picture (bottom left) - System Setup - New User.
   
2. Select whether the user is a Full User or a Lite User.
3. Enter the name of the new user into the Contact field and select them from the drop-down list.  If the contact doesn't exist yet, click to add a new contact.
4. Add the details for the new user. This will create them as a contact in Membrain. 
   Ensure the email address is correct (this email address will become the new user's login username).
5. Select the level of permissions this new user should have.
6. Select the correct Sales Teams this new user belongs to by choosing from the drop-down list.
7. If you want the system to email an invite to the end-user, which allows him/her to set their own password, tick the Yes box under send an invite. (Please note this invite is only valid for 15 minutes but can be reissued until the user has successfully logged in)
8. If you want to set the password for the end-user and email the login details yourself, tick no and complete the Password and Repeat boxes.
9. Check the boxes to set the level of Permissions this new should have.

10. Click Add User.

Assign colors for Users and Sales Teams

Assigning specific colors to Users and Sales Teams can be used to apply visual enhancement in analytical views in Membrain, such as graphs in Dashboards and the Performance view. Membrain will automatically assign a color when a new User or Sales Team is added to your Account. 

To change the color that is automatically assigned, go to User Management in System Setup and click on the small color button beside the profile picture:

Managing existing user accounts

From the user management view, you can see all of your current Membrain user accounts. You can filter and group users based on which Sales Team or Permission Group they belong to by using the options at the top. You can also sort by specifics such as Quota Attainment or Win Rate for additional insight into your team's success. 

1. Click on the Profile Picture (bottom left) - System Setup - Manage.
2. Find the user account you want to convert to a full or lite user.
3. Hover over their user account card until you see the cog icon appear on the top right corner.
4. Click to see options such as:

• Change email - This is also the user's account login name in Membrain
• Change Password
• Convert to a Lite user or Full user
• Change Sales Team
• Change Permissions
• Delete an account
• Send an invite, which includes a login URL, username, and password information
  This option is only available if the user has never logged in before, and will only be valid for 24 hours after it is sent.

Converting a user account to a Full or Lite user account

In Membrain, there are 2 different types of user accounts to choose from. Full user account and Lite user account. Read more about user account types in Membrain and their differences.

You can change the user type for an account to suit your needs, with a few simple clicks outlined below:

1. Click on the Profile Picture (bottom left) - System Setup - Manage.
2. Find the user account you want to convert to a full or lite user.
3. Hover over their user account card until you see the cog icon appear on the top right corner.
4. Click on the cog to see options available, and select to convert to a full or lite user.
   

NOTE: To convert a full user to a lite user you must ensure the account holder is not part of a Sales team, doesn't have any active Sales Projects or Prospects, nor have any goals assigned to them.

Delete a user

There are three different ways you can delete or remove a user from Membrain. Each option deletes the user's account, removes all login access, and removes all the user permissions and goals.

Choosing one of the options below also does the following:

• Option 1 - Keep contact without changes. No additional steps are taken once the user's account is deleted. 
• Option 2 - Set contact as left the company. This will delete the user's account AND set the contact to "left the company" in that user's contact information in the CRM area of Membrain.
• Option 3 - Delete contact. This will delete the user's account AND delete the contact completely from the CRM area of Membrain.

Regardless of which option you choose, all historical information that was created or linked to this user will always be visible, just as it was when the user existed in the system.

NOTE: Any changes in the number of user accounts or account types must be in line with your current Membrain agreement. You can see details about your agreement and current usage on the Account Details page of Membrain. Or reach out to [e-mail] if you have any additional questions.