---
title: "Set up and manage the sales team"
description: "Create sales users, assign customers, and maintain appropriate access."
language: en
canonical: https://mrailabs.com/docs/en/sales-team/manage-sales-team/
published: 2026-07-13T18:51:40.226212
last_verified: 2026-07-13T18:51:40.226212
audience: "For account admins"
availability: "Requires feature activation"
---

# Set up and manage the sales team
Sales Team settings let managers control who can work with each assigned customer.

## What to do

1. Create an individual user for each sales team member.
2. Assign only the customers that person should access.
3. Review assignments and deactivate access promptly when responsibilities change.

> **Good practice**
> Sales users can access assigned customers only; managers retain the wider tenant view.

[Open Set up and manage the sales team](/client/sales-team)