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, 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
Choose the client in the switcher. The page and every action are scoped to that selected deal, so a multi-deal client login can be managed one deal at a time.
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 (it reads Add a seat when every seat is taken). 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.
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 SDR preset is preselected when available. 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. If the user already belongs to this client, use the directory to change their role instead. Add User does not reactivate a globally inactive login; follow the displayed guidance. In a self-serve workspace with every seat taken, the form says so and links to Plan and billing; add a seat there first. 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.
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 admin cannot change their sign-in email here; the save stops with a message, so ask the SalesHive team to change it. 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
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.
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 change only the permitted Meeting Set statuses. The grant does not allow changes to meeting dates, owners, notes, 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. In a self-serve workspace, the last active Client Admin cannot be archived; make someone else a Client Admin first. Admins can use Remove from deal to remove only the selected deal membership, subject to activity protections.
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 last active Client Admin cannot be moved to another role, including Custom. Your own role and inactive members cannot be changed here. Wait for Client role updated before leaving.
Customize one member's permissions
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 admin cannot change the email of someone who also signs in to another SalesHive workspace.
- More
- Open the row action menu for archive or reactivate. 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. 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.
- Custom / Edit permissions
- Open individual Allowed actions for another active member of the selected client.
- 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
- Self-serve workspaces only. Opens Plan and billing from the Seats in use count or the Add User form so you can buy another seat.