Account Management

• For Admins: How do I activate or deactivate users?

  Admins can learn how to easily manage their users with the Activate and Deactivate functionality built into the Cirrus Insight Dashboard.

• For Admins: How do I update our credit card/billing information?

  As an admin, learn how to easily update the billing information for your Cirrus Insight license.

• For Admins: How do I export a list of users?

  As an Admin, you can use the Account Dashboard to quickly download a list of the Cirrus Insight users at your organization.

• For Admins: Why is my new user not listed in the Dashboard?

  Learn how to to troubleshoot if new users don't automatically show up under the Current Users tab in the Cirrus Insight Dashboard.

• For Admins: How do I access payment history to download receipts?

  Learn how to access payment history and download receipts.

• What sales tax will I be charged?

  Based on your address, you may be charged local/state sales tax on Cirrus Insight purchases.

• For Admins: How do I upgrade my org to the new Cirrus Insight?

  The new Cirrus Insight brings all the best features from Cirrus Insight 2019 into a more refined, reliable, and easy-to-use offering that reduces CRM friction and helps close deals.