Log into your Overproof Portal and click on the cog icon.

Select their permission set. 

An "Admin" will have full access to the platform, along with the ability to add and remove users. A "Manager" will have visibility of all team members activity but not have access to add or remove users. A "Field User" will be limited to only see information pertaining to them and their activity.

Assign any products the user is responsible for.

Select the account sets to assign to this user. 

The accounts within each account sets will appear as their assigned accounts on the Overproof App.

Select the Goal Set created for this user.

Field Rep Goals
Goals to be met by Field Rep

How to add a New User