General Owner Settings
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  2. General Owner Settings

Managing Users

Admin/Owner Feature

  1. In the sidebar menu, expand the "Company" dropdown.Screenshot 2025-01-09 at 12.20.32 PM
  2. Within the dropdown, select the "Search User" option.Screenshot 2025-01-09 at 12.22.40 PM
  3. To find a user, you can enter their name, email address, or user ID in the search field and then click the search button. If you prefer, you can also click the search button without entering any details, which will present you with a complete list of all users. This allows you to browse through the available options and select the user you need.Screenshot 2025-01-09 at 12.23.59 PM
  4. Once you find the user that you need to manage, press their name to reroute to their user profile. 
  5. Inside the user profile, you will be able to adjust their name, email, phone number, primary role, company, etc.
  6. After making all adjustments to the user profile, press the save button. Screenshot 2025-01-09 at 12.27.30 PM