In PSAI, you can create new users as either internal or external users. External users are most often used for independent contractors, 1099 sales reps, or other auxiliary team members who would benefit from PSAI's rich lead information but do not require login access to PSAI.
To add a new external user to your company's PSAI admin portal, follow the instructions below.
Want to add or edit internal PSAI users? Then check out these resources instead:
1. Go to "External Users" in Your Account
To add a new external user, click "Account" in the bottom left-hand corner of your PSAI admin portal. In the pop-up panel that appears, click "External Users."
2. Click the Blue Plus (+) Button
On the External Users page, click the plus sign (+) to add a new user. If you want to delete any existing users while you're here, simply click the gray trashcan.
3. Fill in User Details and Save
On the individual user page, fill out the three form fields and be sure to click save when you're done.
That's it! You can add as many new external users as you want following the same instructions above.
Now that your external users have been added to PSAI, you will be able to share lead data with them directly from the Com Portal. Learn how to share lead information here.