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Managing Users

Admin/Owner Feature

  1. In the sidebar menu, expand the 'Company' dropdown, then select 'Search User'. 

    SoloSidebar_SearchUser_GIF
  2. Search for the user you'd like to access, and click their name to open the profile.
    1. The easiest way to search is by using the Filters to specify the exact field/column that you would like to search (for example, the user ID, user name, role etc).
      SearchUserPage_Filters_GIF
  3. Inside the user profile, you will be able to adjust their name, email, phone number, primary role, company, etc.

    User_Profile_NEW
  4. After making all adjustments to the user profile, press the save button.

    User_SaveButton3