XpertSales deck builderBeta

Administration

Your team, their access and how the builder is being used.

Team access

Give colleagues their own workspace and saved decks.

User access to Xpert Deck Builder
NameEmailRoleAccessActions
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Only administrators can manage access.

Add user

Member access

New users get their own profile and saved decks. They cannot manage team access.

They must choose a new password on first sign-in before opening the builder. If the sign-in service rejects the default, choose a stronger temporary password of at least 12 characters. Share these sign-in details directly. No email is sent.

Reset password?

They must choose a new password before opening their decks. If the sign-in service rejects the default, choose a stronger temporary password of at least 12 characters. Share it directly. No email is sent.

Remove access?

They will lose access to the builder and private deck data. Their account record is retained.