Users
September 29, 2023 at 12:53 PMUsers tab
Table of Contents
On the Users tab, the admin can add users in the account. It may be an existing user or the admin can create a new one by form filling. The admin can assign a role (it’s possible to give more than one role) to a user and also delete a user or his role.
Adding Existing members:
- Go to the Users tab
- Input the email address
- Select user from the drop-down list
- Select role for this user (admin, billing, member or manager)
- Click
Add
Adding New members:
- Input the new email
- Click
Create
new user - Fill First name, Last name and Email fields
- Click
Create
- Select role for that user (admin, billing, member or manager)
- Click
Add
User deletion:
- Select a user from the list or find him using Search
- Click the
Delete
button - Put ticks into all checkboxes
- Click
Delete
User role deletion:
- Select a user from the list or find him using Search
- Click the
Delete
button - Put a tick only in those role checkboxes you would like to delete
- Click
Delete