How to manage users
How to manage users
1. Click the settings icon to manage system preferences and admin features
2. Select Users in General to view and manage your team accounts
3. Click New User to quickly add a fresh team member
4. Begin by entering the new user's details
5. Select the user's
role
to match permissions to their responsibilities
6. Assign the relevant role
7. Open the Profile menu for advanced access settings
8. Select the relevant profile for this user
9. Click Save to officially add your new user to the team and invite them via email
10. Review details or make changes by selecting the user from the list
11. Expand Active Users to see available views
12. Switch to Unconfirmed Users to follow up with pending invitations
13. Click Delete this User to remove unnecessary accounts securely
14. Choose Delete without transfer for a complete removal without reassigning data
15. Click Delete to confirm and finalise user removal.
16. Return to Active Users to view your current team lineup
17.
