Checking If A Seat is Available
Go to Settings > Workspace
Find the "Seats Remaining" box
If it's 0, you'll have to add a seat - otherwise, skip to "Creating the New User"
Adding a Seat to your Subscription
Go to Settings and click the green "Manage Subscription" button
Enter your email and then the code
Update your subscription to add another seat
Creating the New User
Once a seat is available, 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!