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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.



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


Editing Users

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


Removing or Deleting a User

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


Monitoring Users

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



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