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Users

ver. 1.0

This article is for an Administrator only.

 

To create or edit your organization's users, go to Data and select Users.

The Add and View Users page has the following features:

a)  Actions

b)  User List

c)  Team List

d)  Logons

e)  User Search

Users_01.png

 

a)  Actions

Click on "Action". On the drop down you can:

  • Create User - fill in the required information on the basic & advanced tab, then save 

Users_03.pngUsers_04.png

  • Import User - use the "Sample Template" to create multiple users at the same time 

 

Users_02.png

  • Create Team - give a name to your new team

 

Users_05.png

 

 

 

b)  User List

 

On this selection, all the users in your organization will be listed.

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Click on the three dot icon to edit a user profile, delete a user, send a welcome email or promote to admin.

Users_10.png

 

 

 

c)  Team List

The Team List Section will show all the created teams.

Click on the 3 dot icon to "Edit" the team.

Users_07.png

On the "Editing Team" page, you can change the name or remove a team.

Users_08.png

 

 

 

d)  Logons

View the list of active users and their logged in date.

Users_09.png

 

 

 

e)  User Search

Search for a user from within your organization.

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