How to manage users

How to manage users

1. Click the Settings icon to access system and admin options

2. Navigate to Users under the General section to manage user accounts

3. Use the dropdown to switch between user accounts

4. Click New User to add someone to your team

5. Enter the new user's details and Save

6. Select a user from the list to review or update their details

7. Expand the Active Users dropdown to manage user actions

8. Filter users by status

9. Click Deactivate to temporarily remove access for this user

10. Confirm deactivation to instantly disable the user's account

11. Switch to Inactive Users to view and manage deactivated accounts

12. Click Delete this User to permanently remove the account

13. Delete without transfer or Ensure open records are transferred by checking the required box

14. Select the user who will inherit record ownership after deletion

15. View the Inactive Users dropdown to confirm successful deletion