You can easily add and remove agents from your team using the steps below.
Add a SISU User:
First, we will go to the top menu bar and select Admin and Users. Then, select the Add New User button at the top. In this Add User form, the bolded text fields are required to add the Agent to your team; all the other fields are optional.
In the Role Field, you will see various options
Admin: Has access to everything in Sisu.
TC: Has Admin rights with one exception which is the Income Report.
ISA: Has access to all transactions' data in order to be able to make changes. The ISA Dashboard (which they will have in addition to their own User Dashboard) and Leaderboards will reflect all transactions they are assigned to as the ISA (by being assigned to the “Appt Set By (ISA)” field on the transaction). This lets them monitor the results of transactions where they scheduled the appointment.
Agent: Has access to their own data and their team’s data (unless an admin sets a restriction in Admin > Team Settings > View Restrictions).
Once you have completed all the fields you are interested in using for this particular agent, we can click add. Now, you can see this new user in the list of team members on your account.
Remove a SISU User:
To remove a team member - simply hover over the arrow next to edit and select inactivate from the drop-down. This will inactivate this user from SISU and your team.