Learn how to add in additional users like your VA, OBM or any other sidekick that’s going to help you out in Infinity Interface.

How to add in additional users #

Here is a quick video that shows you how to add additional users to your team.

1. Settings
2. My Staff

How to Add Additional Users: A Step-by-Step Guide #

• Steps:
  1. Navigate to Settings: Log in to your Infinity Interface account and go to the “Settings” section.
  2. Access Staff Management: Within Settings, locate and click on “My Staff” or a similar option for managing team members.
  3. Add New User: Click on “Add Employee” or the equivalent button to initiate the user creation process.
  4. Fill in User Information:
     • Enter the new user’s first and last name.
     • Provide a valid email address for the user. This will be their login credential.
     • Adding a phone number is optional but recommended for two-factor authentication during login.
  5. Set a Temporary Password: Create a temporary password for the new user. They can change it upon logging in for the first time.
  6. Assign User Role: Under “User Permissions,” choose the appropriate access level for the new user.
     • Typically, team members will be “Users” with limited access compared to “Admins.”
  7. Configure Additional Settings (Optional):
     • You can adjust user availability settings, call and voicemail settings, and calendar configurations if needed. These can also be customized by the user later.
  8. Save User: Once you’ve filled in the necessary details and chosen the user role, click “Save” to add the new team member to your account.

User Login: #

• The new user will receive an invitation email (if enabled) or can directly access the platform
• They will need to log in using their unique email address and the temporary password provided.
• Upon first login, they can reset their password to a more unique one.

Benefits of Adding Users: #

• Grants team members access to collaborate and manage your funnels.
• Improves team accountability by tracking individual user actions.
• Provides peace of mind with secure individual logins for each team member.