Users

Invite your team to Dedupely and choose what each person can access.

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Bring your team into Dedupely to work on your deduplication project together. Every Dedupely plan and the 7-day free trial include unlimited users, with no per-user fees.

Several CRMs connected? Each connected CRM has its own users and roles, so add each person to every CRM they work in. See Several CRMs in One Dedupely Account.

User roles

  • Admin: full access to the whole account, including Company Settings.
  • User: access to every Dedupely feature and tool, but not to Company Settings.

How to invite users

  1. Click your profile icon at the top right and select Invite Team.
  2. Click Add User.
  3. Enter their first name, last name and email. Click Add to invite more people at once.
  4. Choose their role: Admin or User.
  5. Click Send Invites.
Invite users: first name, last name, email and role, Admin or User, for each person

How to import users from your CRM

Added

Invite your team straight from the users of a connected CRM. Importing needs a paid plan.

  1. Click your profile icon at the top right and select Invite Team.
  2. Click Import CRM users.
  3. If you have more than one CRM connected, choose the CRM to import from.
  4. Choose a role, Admin or User, for everyone in this import.
  5. Tick the users to invite, or click Select all. Search by name or email to narrow the list.
  6. Click Send Invites.

The list shows the CRM's active users that have an email address. One import takes up to 500 users. A member imported this way is deactivated in Dedupely when their user is deactivated or removed in the CRM.

How to change a user's role

  1. Go to Company Settings → Users.
  2. Click the three dots next to the user and select Role.
  3. Choose Admin or User and click Save.

How to remove a user

  1. Go to Company Settings → Users.
  2. Click the three dots next to the user.
  3. Select Remove.

What happens next

  • Invited people get an email to join your Dedupely account.
  • They get the access of their role as soon as they join.

Troubleshooting

My teammate didn't get the invite. Check the email address and ask them to check their spam folder.

I can't change roles or remove users. Only Admins can. Ask an Admin in your account.

I can't add more users. Users are unlimited, but your account has a security setting for how many can join. Contact support and we'll raise it.

FAQs about users

  • How many users can I add? As many as you need. Users are unlimited on every plan and the 7-day free trial, with no per-user fees.
  • What's the difference between Admin and User? Admins can access Company Settings. Users can use every Dedupely feature, but not Company Settings.
  • Can I change someone's role later? Yes. Go to Company Settings → Users, click the three dots, select Role and save.

Next up

Security Policy Set password rules, require 2FA and control how your team logs in.

Changelog

  1. Import users from your CRM

    On the Users tab, pick active users from a connected CRM, choose a role and invite them in one step. Paid plans only, up to 500 at a time. A member imported this way is deactivated when their CRM user is.

Every change in the knowledge base

Still stuck?

Our team helps on every plan and during the free trial, by chat, email or Zoom.

Portrait of Gaby Salinas

Behind the article

Gaby Salinas

Marketing Assistant at Dedupely

Gaby Salinas came to CRM data from marketing and advertising, so she looks at duplicates from two sides: the match and merge logic behind them, and what they do to the people using the CRM, like the rep who calls a customer twice, the admin who gets blamed and the cleanup nobody wants to start.

As Marketing Assistant at Dedupely, she follows how RevOps teams, end users, consultants and technical teams actually work with their data: the records they stop trusting, the workarounds they build and the moment they finally decide to clean up. What she finds shapes most of what Dedupely publishes.

Connect with Gaby on LinkedIn

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