Prerequisites
You are a HG admin user
Invite users
Sign in to HG app
Navigate to Settings > Users
Click Add new user
Enter email, select team, select role
The role determines the level of access and permissions the user will have.
The team determines the book of accounts
A Sales user will have access to HG Copilot only. Admins have more permissions such as the ability to add new users, to configure the Copilot and to change the layout.
Learn more about roles, permissions and teams here.
Click on Invite users
Every user invited will receive an invitation email from HG that they need to accept. Once they have created their account they will be able to access HG App or HG Copilot depending on their role.
In addition to inviting users to your account, you can also allow Sales users to automatically join your account to access HG Copilot. They’ll be able to join from the Copilot login page. To turn this auto-join setting on, navigate to Settings > Authentication or learn more about auto-join.
To invite multiple users at once, please send us a CSV with the columns email, name, team, role and salesforce account owner field if they are assigned an account with another field than ownerID and submit here
Change permissions
To change the role of a user, simply select a different role.
Learn more about roles, permissions and teams here.
Delete users
To delete a user, click on the bin next to their email address. They will not be able to log into HG anymore.