Getting Started For the Company Admin

In this section, we will review the steps for setting up Salesfuse as the Company Admin

Create a Company Admin User

1. Go to https://www.salesfuse.app/
2. If you are a new user, click the “Contact Us – Let’s Talk” link, fill in your information, and submit the form. Someone will respond within 24 hours. See How to Sign Up for help.
3. A company admin will be assigned by the company upon new registration. 
4. When a company is registered, a Company Admin is either assigned or the default is the first user to register.
5. The Company Admin is the user who will set up the rest of the users within the company and assigns roles to the other users. 
6. Follow the steps below as company admin.

Create at least one System Role

Each role has access to the left-side navigation menus based on what is assigned.

To Create a Role for LEADER

Assign the following:

1. Industry
2. Message
3. Play
4. POV
5. Product
6. Proof
7. Role
8. Team Management
9. Template

Click the “Save Role” button to save and confirm changes using the “Save Changes” button.

To Create a Role for a SALESPERSON

Assign the following:

1. Industry
2. Message
3. Play
4. POV
5. Product
6. Proof
7. Role
8. Template

Click the “Save Role” button to save and confirm changes using the “Save Changes” button.

To Create a Role for CONTRIB – ROLE

Assign the following:

1. Role

Click the “Save Role” button to save and confirm changes using the “Save Changes” button.

To Create a Role for CONTRIB – PROOF

Assign the following:

1. Proof

Click the “Save Role” button to save and confirm changes using the “Save Changes” button.

To Create a Role for CONTRIB – PRODUCT

Assign the following:

1. Product

Click the “Save Role” button to save and confirm changes using the “Save Changes” button.

To Create a Role for CONTRIB-INDUSTRY

Assign the following:

1. Industry

Click the “Save Role” button to save and confirm changes using the “Save Changes” button.

To Create a Role for CONTRIB – MESSAGE

Assign the following:

1. Message

Click the “Save Role” button to save and confirm changes using the “Save Changes” button.

Set up the Required ‘Primary Configuration’

This step shows you how to set up the teams that will use Salesfuse to create templates. The team structure will be based on your organizational structure: for example, your sales and marketing teams and how they’re organized. Teams are selected when creating a Play in Salesfuse.

For additional help or information about the Configuration section see “Configurations”

1. This is located under the “cog” in the Configuration menu
2. Team → Team Name
   • First Name Last Name Team  (do not use special characters for right now)
3. Team —>  Team Region (Examples)
   • AMER W (do not use special characters for right now)
   • AMER C (do not use special characters for right now)
   • AMER E
   • APAC 1
   • APAC 2

Now that your basic setup is complete…

You have a choice to do the following:

A) continue to configure Salesfuse for your company

B) continue to add new users to help you build content

A – To configure Salesfuse for a company

1. Use the Configurations section in the left-side navigation. For additional help or information about the Configuration section see “Configurations”
2. Setup  Product Categories by clicking on Product → Product Categories
3. Setup Products by clicking on Product → Products
4. Setup Organizations by clicking Proof → Organizations – These are organizations that have purchased from your company before that you want to use as proof points.

B – To Add New Users

You only need to do this if you intend to have others help you build content or provide input.

1. Click the icon located on the top-left corner of the screen to access the home tab.
2. Click ‘users’ in the left-side navigation.
3. To add users, click “create user” who will have access with their logins.
4. You can also review existing users first by clicking on “user list” and then add users from there.
5. Assign the user a system role per their privileges.

For more information on how to add users, please see Users section under Salesfuse Help.