Manage Users

View Users

  • From the left-hand menu, click the Users button. The User list page will appear

The User table has the following fields:

  • Email - the email used for logging into the organization

  • Name - the name of the User

  • Roles - the permission set that the User has

Change User Permissions (Administrator)

  • From the Manage Profile page, Click the Change Team button

  • Select the new permission set for that user

  • Click the Select button

  • Click the Change button

  • Click the Dismiss button

Remove User (Administrator)

Method 1:

  • In the User List page, Click the Remove User button

  • Select the User you want to remove

  • Click the Remove button to confirm

  • Click the Dismiss button.

Method 2:

  • From the Manage Profile page, click the Remove User button

  • Click the Remove button to confirm

  • Click the Dismiss button.

Method 3:

  • In the Profile Settings page, click the Remove User From Organization button

  • Click the Remove button to confirm

  • Click the Dismiss button