Adding a New User
Contact Us to add another seat to your trial.
Once added, go to Settings > Workspace.
Click the “New user” button.
If the new user doesn’t receive an email right away, hover over their name and click “Resend invitation email.”
Ensuring a Rep Can See Incoming Offers
Reps can only see deals where they are assigned as an Originator or Closer. Here's how different roles impact deal visibility:
Reps – See deals where they are the Originator or Closer.
Managers – See their own deals plus deals where someone they manage is the Originator.
Admins & Super Admins – See all deals.
How to Give a Rep Access to More Deals
To ensure a rep can see all relevant deals, you can:
✅ Auto-assign the rep as an Originator or Closer on all deals coming from Jotform.
✅ Manually reassign deals by clicking “Reassign” and adding the rep as an Originator or Closer.
✅ Change their role to Manager and assign them as a Manager over you, so they can see all your deals.
✅ Change their role to Admin, so they have access to all deals.
✅ If there's a Rep Name field on Jotform, auto-assign each deal to the correct rep.
Let me know if you have any more questions!