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  2. Getting Started with Peakflo

How do I manage user information?

This portal is awesome because it keeps everyone on the same page. One way to create control and transparency is to create multiple users on the platform.

 

Creating Users

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

Screenshot_2021-07-12_at_12.23.45

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

Removing and Modifying Users

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

 
EDIT-users

 

To remove a user, slide the Active button to inactive

 
set-user-inactive

 

Monitoring Users

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

 
Screenshot_2021-04-17_at_21.58.15-1

 

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