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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 in the platform.

 

Creating Users

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

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Simply enter the name, email, and roles! Easy 😎.

 

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Removing and Modifying Users

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

 
Screenshot_2021-07-12_at_12.42.42

 

To remove a user, slide the Active button to inactive

 
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Monitoring Users

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

 
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