This video walks you through how to log in to EveryAction and manage user access for your team. It introduces how user accounts and roles work—making it easy to assign the right tools and permissions to the right people.
In this video, you’ll learn:
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How to log in to EveryAction: Use the login credentials provided by your migration specialist to access your new account at app.everyaction.com.
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How to manage user accounts: Learn where to find the Users section in EveryAction and how admins can add new team members.
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How user roles control permissions: Explore how user roles group permissions based on job function—similar to role settings in Salsa CRM and Engage—so each user sees only what they need.