What we will cover:

  • Viewing user details
  • Adding new users
  • Editing and removing users

You can view the details of the users on your team from the list on the users' page.

  1. Click on the App Menu. 
  2. Click on Settings. 
  3. On the settings page, click on Users. You will see a list of all your users.
  4. You can click the search bar to search for a specific user by name.
  5. You can also click the filter icon to sort the list by name, role, customers, and last activity date.
  6. Click on a user to see details on that user including their email, phone number, role, and who they report to.

Adding new users

  1. Click on the Add button at the bottom.
  2. Enter the user name.
  3. Enter the user email address.
  4. Enter the user phone number.
  5. Use the Role drop-down to select the role of the user.
  6. Use the Admin drop-down to select the admin the user will report to.
  7. Click on the Add User button.

Note: You will get a confirmation. Then the user will be sent an invitation to their email containing a link. when the user clicks the link, they will be added to the team. 

Editing and removing users

Back on the users' page:

  1. Click on the Options button to see more options for that user.
  2. To edit user details, click on Edit User.
  3. Change any of the previous user information.
  4. Click on Update User.
  5. To remove the user, click on Remove User.