User management

Access Users: In the “Settings” menu, click on “Users.”

• Users: You will see a list of all users, including yourself and any sales reps imported from your connected Hubspot account.
• Add Users: Click the “+ User” button (top-right) to create new Rizer users.
• User Details:
  • First Name, Last Name: Enter the user’s name.
  • Login Email: Provide a valid email address. The user will receive a link to set their password.
  • Profile Picture: Optionally upload a profile picture for the user.
• Business Information:
  • Managed By: Select the user who will manage this user (likely you, as the owner).
• Account Information:
  • User Type: Assign a role that defines their permissions within Rizer.
  • Account Language: Select the user’s preferred language.
  • Timezone: Set the user’s timezone.
  • Time Format: Choose the user’s preferred time format.
• Contact Details:
  • Spoken Languages: Indicate the user’s spoken language(s).
  • Country: Select the user’s country.
  • Prefix: Enter the country code for the user’s phone number.
  • Phone Number: Provide the user’s phone number.
• Save: Click “Add” to create the user.