Overview
Users manages client logins for the selected deal. Add or reuse passwordless email-code logins, correct a member's name or email, archive or reactivate access, and let admins use each member's More menu to preview the exact selected-deal experience, remove access, or grant tightly bounded booked-meeting status updates. Client Admins and authorized internal administrators can assign available client roles when adding users or managing another active member. Each role applies only to the selected client. In a self-serve workspace, new teammates start as Member, and anyone who is not a Client Admin, such as a Member, sees the team read-only. In a self-serve workspace, each active member uses one paid seat, the page shows how many seats are in use, and new members get an invite email that a Client Admin can resend until they first sign in. Client Admins also get an in-app notice when a colleague asks to join, which opens Add User filled in.
How to use this page
Select the client deal
Open Onboarding, then Users, and choose the client in the switcher. Every person and action applies to that selected deal.
Review the team
The stat band shows Active and Archived members for this deal. In a self-serve workspace it also shows Seats in use, for example 3 of 5, with a link to Plan and billing. When every seat is taken, a Client Admin sees Add a seat instead, which opens Change seats on Plan and billing; if the plan is already at its top seat count, the link reads Ask about more seats and opens that request on Plan and billing. Each directory row shows the member, email, role, Email code, join date, last login (or Never), and available actions. A Meeting status badge identifies a member with the selected deal's active grant. Turn on Show Archived to include archived members. In a self-serve workspace, anyone who is not a Client Admin, such as a Member, sees the same list without Add User, Edit or More, and a note that only a Client Admin can add or remove teammates.
Add a member
Select Add User and enter a name and email. If you can manage client roles, choose the required Client role, then select Add User. The form starts on Member in a self-serve workspace and on SDR for other clients. In a self-serve workspace, choose Admin or Member. For other clients, choose Admin, User, SDR, another available shared role, or Custom. For Custom, review every Allowed actions checkbox before adding the member. The role and membership are saved together for this client. An eligible existing active client login can be added without changing its other client memberships. In a self-serve workspace, a Client Admin cannot add an email that already signs in to another SalesHive workspace; the form says so, so ask the person to use a different email. The exception is a colleague whose only other workspace is an older one at your company that never started a plan and no longer holds your company's email domain: Add User adds them and moves them here, switching off their access to that older workspace without deleting anything in it. If the user already belongs to this client, use the directory to change their role instead. A client login cannot add an email whose SalesHive login was turned off, a demo login or its own email; the form says This email cannot be added, so contact your SalesHive team. In a self-serve workspace with every seat taken, the form says so and shows Add a seat, which opens Change seats on Plan and billing, and How seats work, which opens the seats article here; add a seat first. If the plan is already at its top seat count, the form says how high the plan goes and shows Ask about more seats instead, which opens a request to our team on Plan and billing. In a self-serve workspace, SalesHive also emails the new member an invite with a sign-in link and their email filled in. A success message confirms Invite sent. If the invite fails to send, the member is still added; use Resend invite from their More menu, or ask them to sign in at app.saleshive.com with that email. For other clients SalesHive emails nobody, and the Add dialog says so. Once the member is added, a panel above the directory says they are added and shows their sign-in link with Copy link. Send them that link yourself; it opens the login page with their email filled in, and they get a one-time code by email when they sign in. Close the panel with the X.
Add a colleague who asked to join
In a self-serve workspace, a colleague at your company can use Ask your admin to add you when they try to sign up. Each Client Admin gets an in-app notice with their name and email. Open the notice to land here with Add User already filled in. Check that you know the person, choose their role, then select Add User. The request grants no access on its own, and SalesHive has not confirmed the person owns that email. If they are already an active member, a message says so and the form stays closed.
Edit client details
Choose Edit on another member's row, update the name or email, then select Save details. Email is required, validated, and cannot duplicate an existing client login. If the person also signs in to another SalesHive workspace, a client login cannot change their name or sign-in email here; the save stops with a message, so ask the SalesHive team to change it. Saving without changing those fields still works. The current user cannot edit their own card here.
Use More for secondary actions
Select More on another member's row to open the action menu. From there, archive or reactivate the member. Admins can also enable or disable meeting status access, use Login as user for an active member, or remove that member from the selected deal.
Resend an invite or copy a sign-in link
In a self-serve workspace, a Client Admin can send the invite email again to an active member who has never signed in (Last login reads Never). Select More on their row, then Resend invite. A success message confirms who it went to. Once the person signs in, the option disappears. For other clients there is no invite email. Instead, More shows Copy sign-in link for an active member who has never signed in; it opens the same sign-in link panel above the directory, where Copy link copies it for you to send.
Preview the exact client view
Admins can choose More, then Login as user for an active member. SalesHive chooses the starting page from the selected client's permitted pages, preferring Client Agents, then Campaign Dashboard, then Playmaker when each is available. It keeps the authorized deal pinned. If no starting page is available, the preview does not begin; ask an administrator to review page access. Use Stop Viewing in the top banner to end the preview and clear its client context.
Grant booked-meeting status access when needed
Admins can select More, then Enable meeting status for an active member and confirm the grant. That member can mark a Meeting Set meeting as Meeting Held, Meeting Not Held - Reschedule, or Meeting Not Held - Rep Is Rescheduling, and add meeting notes. The grant does not allow changes to meeting dates, owners, or other fields. Select Disable meeting status to remove it.
Archive, reactivate, or remove access
More contains Archive user or Reactivate user for any other member. In a self-serve workspace, reactivating needs a free seat; if none is left, an error explains that all seats are in use (or, at the plan's top seat count, to ask about more seats in Plan and billing). If the SalesHive team turned off the person's whole login, including an older login with no membership for this client, a client login cannot reactivate them; the error says the login is turned off and to contact your SalesHive team. Admins can use Remove from deal to remove only the selected deal membership after confirming Remove access; if the person has activity records tied to them, archive them instead. In a self-serve workspace, the last active Client Admin cannot be archived or removed; make someone else a Client Admin first.
Assign a client role
As a Client Admin or authorized internal administrator, use the role selector on another active member. For a standard or shared role, review the person, role and selected client, then confirm Change Role. Choosing a standard role replaces prior Custom permissions. In a self-serve workspace the selector offers only Admin and Member. A teammate still on an older role, such as User or Custom, keeps it and shows "Not a plan role. Choose Admin or Member." until you pick one of the two. In a self-serve workspace, the last active Client Admin cannot be moved to Member. Your own role and inactive members cannot be changed here. Wait for Client role updated before leaving. Outside self-serve workspaces, a long Client role list shows a search field. Type to narrow choices; Escape from the field closes the menu and returns focus without changing the role. Reopening clears the search.
Customize one member's permissions
Not available in self-serve workspaces. For other clients, choose Custom in another active member's role selector, or Edit permissions for an existing Custom member. Review Allowed actions, check what the person needs, and select Save permissions. Cancel closes without saving. These permissions apply only to this person on the selected client and do not change shared role presets. Unchecked actions are unavailable; selecting none disables all listed actions.
What the buttons do
- Edit
- Open the Edit Client User dialog to correct another member's name or email. A client login cannot change the name or email of someone who also signs in to another SalesHive workspace.
- More
- Open the row action menu for archive or reactivate, plus Resend invite or Copy sign-in link for an active member who has never signed in. Admins also see meeting status access, Login as user, and Remove from deal when allowed.
- Resend invite
- Self-serve workspaces only. In the More menu, a Client Admin can email the sign-in invite again to an active member who has never signed in. Limited to once per member per hour and 5 per workspace per day.
- Add User
- Create a new client login or add an existing login to the selected deal. In a self-serve workspace it also emails the member an invite. For other clients nothing is emailed, so a panel shows the member's sign-in link to send. A join request notice opens it with the colleague's name and email filled in.
- Archive user / Reactivate user
- Stop or restore selected-deal access while preserving the login and history.
- Enable meeting status / Disable meeting status
- Give or remove the selected deal's limited Meeting Set status-update access.
- Login as user
- Open the member's permitted view with this exact authorized deal pinned for the preview.
- Stop Viewing
- End the admin preview, clear its client context from this tab, and return to the Platform.
- Remove from deal
- Remove access only to the selected deal while retaining other memberships when applicable.
- Client role / Change Role
- Choose an available role when adding a user, or confirm a role change for another active member of the selected client. Client role menus with many options include search. When the menu shows a search field, type to narrow its choices. Press Escape from that field to close the menu and return focus to its button without changing the selection. Reopening starts with an empty search.
- Custom / Edit permissions
- Open individual Allowed actions for another active member of the selected client. Not offered in self-serve workspaces.
- Save permissions
- Save the reviewed Custom actions for this membership.
- Show Archived
- Include archived members in the directory. The count of archived members appears in the label.
- Plan and billing / Add a seat / Ask about more seats
- Self-serve workspaces only. The Seats in use count links to Plan and billing. When every seat is taken, a Client Admin sees Add a seat there and on the Add User form, which opens Change seats directly. If the plan is already at its top seat count, both read Ask about more seats instead and open the more seats request on Plan and billing.