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How do I manage user information?

1. To manage user information, please go to "Settings"

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2. Click on "Users".

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3. You'll see a list of users along with their status.

For accessing the users that are inactive, simply tick "Show Inactive Users" from the top right section of the "users" tab.

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On this Users page, you can also: 

Creating Users

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

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2. Fill out the required fields.

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3. Once you've chosen a role for the user, You can get a clear view of all the permissions each user will have based on their roles.

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4. In case the company has more than one entity, you can choose which entity the user needs to have access to. 
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5. In case you want to set this user as the default account manager, all you need to do is to tick the " Set as the default account manager for collections".

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6.  Then click on "save". The user will immediately receive an email notification to join Peakflo. 

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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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