Owners and admin users within Big Purple Dot can add, modify, or delete users within their account. Any addition or removal of users will trigger automatic billing adjustments. To manage users, simply navigate to Settings > Access > Users.
Furthermore, you can add users to teams. Learn how to create and add users to teams.
Add a new user
To add a new user, click on '+New Team Member' under Manage Team Members. Confirm the billing adjustments by clicking 'Continue'.
At a minimum, complete the following user fields:
- First Name
- Last Name
Click 'Save Profile' once you're done.
Every user profile field can serve as dynamic placeholders for interpolating values in SMS or emails. Explore our guide on interpolation values.
For accounts with active Encompass integration, be sure to add the user's NMLS# in the License field to enable to user's encompass integration. We strongly recommend assigning a tracking number to each user. Additionally, consider setting up an email signature for automated use when sending emails via Big Purple Dot.
Edit an existing user
To make changes to an existing user, simply click on 'Edit' next to the user's name. This will allow you to modify any of their profile details. Once you're done, remember to click 'Save Profile'.
Delete an existing user
When it's time to remove a user, just click 'Delete' next to their name. Before you can delete the user, you'll need to move their contacts, notes, scheduled calls, events, and loan info to another user. Once you've picked a new user to transfer the data, click 'Delete Account' to proceed.
Keep in mind, once the user account is deleted, there's no turning back. Once a user is delete, billing will be adjusted automatically for the next billing period.