How to Add Users in SalesNexus

Applies to:  R4 version

1. Gear Icon > System Settings > Manage Users and Security
2. Click on "Change Number of Users"
3. Increase the number of users to the desired value
   NOTE:  You must have a payment method on file in SalesNexus in order to add more users. For more information on adding a payment method, please see: How to Add Payment Method in SalesNexus
4. Click "Add New User"
5. Fill in the:
   1. Username
   2. Login Email Address
   3. Password
   4. Confirm Password
      
      
6. Click Save
7. A new window will open, and you will need to fill in, at a minimum:
   1. Contact Name
   2. Title
   3. Phone Number
8. Click Save