Only an administrator can add or remove users in Raynet. You can add up to 100 users in both the trial and paid versions. If you need to increase the number, please contact our support.
In the paid version, the newly added user account will be included in the next billing (a proportional amount from the prepaid period will be calculated).
User management differs depending on whether you're using the trial or paid version of Raynet:
Adding and removing users in the trial version
To add a user, click on your name (in the top right corner of the screen) » Settings.
Select User Administration and click the Add user button.
Fill out the form to create a new user and click the Add user button. If you want to add a user you previously removed, choose the option Choose an Existing Employee.
You must also assign each user a role (Administrator, Full throttle, Certain restrictions, Read-only). More information about user roles can be found in this article. The newly added user will then receive a message from Raynet with a link to verify their Email address. Learn why verifying the Email address is important here.
To remove users in the trial version of Raynet, go through the same path, that is, by clicking on your Name » Settings » User Administration. You can remove a user using the cross icon displayed on their card.
Important: You won't find a cross icon on your own card. An administrator can only be removed by another administrator. If you need to replace a removed user with a new one, we strongly recommend not to overwrite the data of the existing user, but rather remove the original and create a new user.
No data will be lost by removing a user. Records created or owned by the user will remain in Raynet. You can reassign ownership of records to another user as needed using Mass ownership change.
Adding and removing a user in the paid version
In the paid version of Raynet, adding and removing users differs. You add User Accounts and then assign specific users to them.
To add a user license, go to Settings » User Administration » click Add more User Accounts.
In the next dialog, specify and confirm the number of added User Accounts.
You will also see the price of the added account on the next invoice. The price is calculated proportionally based on when the account is added. For example, if added halfway through the Subscription period, only 15 days will be billed. From the next month, the account will be charged at full price.
You now have an added User Account and can assign a specific user to it. Simply click Assign user. After entering the new user's details, the User Account will appear as assigned.
Deleting a User Account is done in two steps. First, remove the user from the User Account by clicking the cross icon on their card.
Then choose one of two options:
- Remove user including account,
- Remove user and reuse the account for another user.
Then click Continue.
If the second option is selected » Continue, a dialog window will appear showing the number of free and assigned accounts. Confirm the removal by clicking Confirm.
Important: Free accounts are still charged, so if you don't plan to assign them to other users, we recommend choosing the first option or deleting the free account immediately afterward.
If you want to assign a free account to another user, click Assign user. To delete an unassigned account, click Delete Account.
A deleted free User Account can be restored for free until the end of the current Subscription.
Viewing all users with their details
In User Administration, you can switch from the standard tile view to the List view. This allows you to see all CRM users clearly in a list where you can also customize the columns you wish to display.
Additionally, you can also filter users in the list. This allows you to display only those currently relevant to you, for example with the full-throttle role.
The user list view can also be easily exported. Just click the three dots » Export. You can choose between exporting all columns or just the visible ones.
Restoring a previously existing user
If you want to add a user back to Raynet who was previously in your CRM system, you can do so via Settings » User Administration » click Add more User Accounts. Then click Add user and choose Select a colleague previously registered in Raynet. A list of users removed from Raynet in the past will appear.