Overview

Once you have set up everything else, you are ready to add users.

Just as in every other previous step where settings were set up as part of onboarding, most of your users will be set up as part of your onboarding as a new customer. This means that you will only need to add new employees, edit accounts for employees who change roles or regions, or delete users who leave your company.

 In this article

• The Users page
• Adding/Editing a new user
• User Fields
• Disabling a user

The Users page

The following image and details provide the basics you need to know to work with the Users page.

Settings - Click on the "Settings" button in the left navigation to open the Settings page.

Click on the "Users" link  under the "Territory Management" section to open the Users page.

User Licenses - You can only add new users if you have available licenses. If your company has used all available licenses, make contact with your Trella Health customer success manager to add new user licenses.

New User - Click this button to add a new user.

Search your users - Although you can browse through your list of users to find a specific user, if you work for a larger company, you will find it helpful to use the search and filter options at the top of the page. You can search for specific users by name, or filter the table to groups of users based on many different parameters, including roles, business lines, or sales territories. Narrow the number of entries in the table to find the user you are looking for.

Actions - For any selected user, you can use the two links in the same row to View the user's account detail page, or Edit their account details. See Editing an Existing User below.

Your Users - The table on the Users page includes your users and some useful and important details about the user's account and usage.

Bulk Actions - If you click on the checkbox to the left of any number of users, you can then select an option from the "Bulk Actions" dropdown to apply the same effect on all selected users in a single action.

Don't ever delete a user. Instead, disable users.

Inactive Users - If you disable a user, that user will be listed at the bottom of the page in the section for inactive users.

Adding/Editing a new user

The fields in a user's account are the same whether you are creating a new user account or editing an existing account. We will explain each field in the next section User Fields.

Adding a new user

Click on the "New User" button at the top of the page. 

The Edit User page will open and you can create a new user account.

Editing an existing user

Once you find the user for whose account you want to update, click the "Edit" button in the row to the left of their name.

The Edit User page will open and you can make changes to the user's account.

User Fields

In the following table we have included notes for each field in a user's account in Marketscape CRM. The image shows what the page looks like for a new user. If you are editing an existing user, most of the fields will be filled rather than empty.

Details specific to editing a user's account will be preceded by this icon -

Field name	Details	Images
First Name/Last Name	The user's first and last name
Email Address	The user's company email address. If your company is using SSO to connect to Trella Health products it is imperative that the email added here is the same one used for their company logins. For more details see the Trella Health SSO Technical Guide.
Date of Hire	This is not a required field but might be useful for future reference.
Role	Using the "Role" dropdown, you will need to select the correct role for a new user for each business line. These are the roles you set up in the last step. If a person needs to have a role in a different business line, after you add the first role, click the "Add Role" link to add as many roles as necessary. It is possible to set different roles for different business lines. If you are editing an account and want to remove a role - click on the "X" to the right of the role you want to remove.
Sales Territory	Each user needs to be assigned to a territory or territories. Select the correct territory for the new user.   If you need to add more than one sales territory for a specific user, click on the "Add Sales Territory" link and add an additional sales territory.   If you are editing an account and want to remove a sales territory - click on the "X" to the right of the sales territory you want to remove.
Contact Information	Fill in any address or phone information that you want to include for the new user.
Time zone settings	Use the dropdown to set the time zone for the user. This is used to align events and activity in Marketscape CRM to reports.
Custom Fields	Your company can track any additional useful information using custom fields. These will be added under Customize > Objects. (Image on right) See Customization.
Password	You can set a password for your new user and then communicate it to the user. If you don't set a password, the user will need to use the "Forgot your password?" link on the login page to create a password. SSO users do not need to have a password set.
Market Data Territory Definition	For a new user to see market data in Market Spotlight, you will need to set up states for each user. There is no need to set up counties. Market Spotlight only uses States.

Click the "Save Profile" button when you are done.

Disabling a user

Don't delete users. Users have events, referrals, contacts and accounts aligned with these accounts. Instead, you should disable users. If you delete a user, those connections will be gone.

For all the details, see Disabling a User.

Next Step

Success! - If you have reached this point, you are ready to move on to Step 4 - System Setup.