Add users to Nutshell to experience the full benefits of collaboration.
Only administrators can add or disable users in Nutshell via the Setup tab by selecting "Users & Teams".
Add a user
Note that you should not add your users as People in your Nutshell account.
1. First, update your number of users at Setup > Nutshell Billing
2. Click "New user". Enter the first name, last name, and email address of the new user, and select whether the user should be an admin. Administrators will have access to the Setup menu and you will not be able to restrict what they can view in your Nutshell account.
3. Click "Create" or "Create and send invite".
If you select "Create and send invite," a welcome email will be sent to the new user with a link for them to set a password.
If you select "Create", the user will be added to Nutshell but will not receive a welcome email. You can use this option to continue setting up your account before your team starts logging in (e.g. set up your user assignment rules for distributing new leads, or importing companies, people, and leads assigned to the correct teammate).
You can always send a welcome email later by clicking on their name on your Users & teams list later.
Email address already in use
If the user's email address is associated with another Nutshell account, you will see the error message, "Email address already in use."
If you encounter this error message, ensure that the user is not in your Disabled Users list.
Go to Setup > Users & Teams. If the user is not listed as Disabled, it's possible that they have a separate Nutshell account open. You may want to check with them to be sure that they haven't opened a separate trial.
A note about Google Apps users
If you integrated Nutshell with Google Apps, Google Apps users will sync to Nutshell, and you can choose whether they are enabled or disabled by default. If the user is listed in the Disabled list, simply click their name to view their profile, then click "Enable".
When you add new users to Google Apps, they won't appear as users in Nutshell until they attempt to log in to Nutshell.