Add users and set their roles
Give your team their own logins, choose who is an admin, reset passwords and remove people who leave.
On this page
Each person on your team should have their own login. That way tasks can be assigned to them, and you decide who sees the money side of the business.
Admin or user?
There are two roles. Pick Admin for owners and managers, and User for everyone else.
| What they can do | User | Admin |
|---|---|---|
| Dashboard, Board, Orders, Clients, Add-ons, Calendar, meetings and tasks | Yes | Yes |
| Create, edit and delete orders, clients, add-ons and meetings | Yes | Yes |
| Upload and delete files on orders | Yes | Yes |
| Supplier rows, including costs and payments | Yes | Yes |
| Send quotes for approval, stop review reminders | Yes | Yes |
| Change their own password | Yes | Yes |
| Add a new designer, supplier and so on from an order form | No | Yes |
| See Job financials (profit and margin) on an order | No | Yes |
| Finance page | No | Yes |
| Settings: dropdown lists, custom fields, Google Reviews | No | Yes |
| Users page: add, reset passwords, change roles, delete | No | Yes |
| Manage billing | No | Yes |
Add a user
Open the Users page
Click Users in the left-hand menu.
Fill in the Register user form
Type their Full name and Email, choose a password of at least 8 characters, and pick the role, User or Admin.
Create the login
Click Create. You'll see "User created", and the person appears in the table.
Tell them how to sign in
Salone does not send an invitation email. Send the person their email and password yourself, along with the address app.salonecrm.com. They can change the password once they're in, from their account page.
Reset someone's password
In the user's row, click Reset password, type a new password of at least 8 characters in the box that pops up, and click OK. Tell the person their new password. They can also reset it themselves with Forgot password? on the sign-in page.
Change someone's role
Click Make admin or Make user in their row. The change takes effect straight away.
Remove someone
Click Delete in their row and confirm. They lose access straight away. Their tasks stay on the orders but become unassigned. You can't delete your own login.
Good to know
- A name or email can't be changed after the user is created. To fix a typo in an email, delete the user and add them again.
- Each person sees only your company's data.
- New users get a short guided tour the first time they sign in.