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How do I manage user information?

To manage user information, please go to Settings and select Users.

You'll see a list of users along with their active/inactive status.

On this Users page, you can also: 


Creating Users

To create a new user, go to settings and select 'Users'. You'll see the screen below—click 'Add User'

Simply fill out the required fields and you're done.

 

add-users

Get an overview of all the permissions each user will have based on their roles.

user-roles-1


Editing Users

To modify a user, click their name and change the info you want to be changed. Save and close!

 
EDIT-users

Removing or Deleting a User

As for removing or deleting a user, slide the Active button to deactivate 

 
set-user-inactive

Monitoring Users

You can keep track of all user progress in the Team Activity Report under the Reports tab

 
Screenshot_2021-04-17_at_21.58.15-1

 

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