Leave blank to keep the current password. Requires a username above.
Security tier — governs what data they can see.
Organisational label — which section this user shows up under.
Maps to the bi_account_owner index. Allows the user to toggle a personalized view.
Picking a SF User auto-fills the Audit Email above. Bind every internal user (admin, internal admin, sales owner, BD, Sales Ops) so writebacks resolve instantly — even when the user is signed in with a synthetic admin email.
Leave blank to auto-derive from username/owner name. Setting this lets you mark someone as Business Development / Sales Operations without changing their username to an email.
(only applies if the user has Impersonate or BD/SO)
Salesforce activity is always logged to the operator who pressed Send,
regardless of the mailbox the email was sent from. Send-as Owner /
Pick require the Impersonate owner permission above
(BD/SO grant it automatically).
🔒 Reset Password
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📊 Assign Reports to Users
🗂️ New Bucket
Lowercase, letters/digits/underscores, max 41 chars. Cannot be changed after creation.
