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How to Manage or Deactivate a User

Admin/Owner feature only!

  1. Click on the left-side hamburger menu and open the carat menu labeled "Company". 

  2. In the Company drop-down menu, select "Search User".

  3. There are multiple ways you can search for a user to manage or deactivate.
    1. You can search by user name, email, or ID.

    2. You can select "Advanced" and select the Role, Status, or Company to find the user.

    3. You can simply tap the "Search" button to show all users in your account. 

  4. Select the user you are wanting to manage or deactivate by tapping their name. 
  5. From this page, you are able to manage all information for the user.

  6. To deactivate a user, scroll toward the bottom of the user page and tap "Deactivate User".

Try it out!

Watch How to Manage or Deactivate a User