User Management

Get help on managing team structures, roles & permissions, and users

16 articles in this collection
Written by Alex Richards

Getting started with User Management

How do I access User Management?

Written by Alex Richards
Updated over a week ago

Manage your Structure/Org Chart

How do I add my structure/org-chart?

Written by Alex Richards
Updated over a week ago

Some example structures/org-charts

Written by Alex Richards
Updated over a week ago

How do I edit my structure/org chart?

Written by Alex Richards
Updated over a week ago

How do I deactivate or reactivate a part of my structure/org-chart?

Written by Alex Richards
Updated over a week ago

Manage Roles & Permissions

How do I add/edit /delete roles & permissions?

Written by Alex Richards
Updated over a week ago

How do I assign/un-assign roles & permissions to a user?

Written by Alex Richards
Updated over a week ago

Add users

How do I add a new user?

Written by Alex Richards
Updated over a week ago

How do I add/bulk-upload multiple users at the same time?

Written by Alex Richards
Updated this week

Manage and Edit User Profiles

Unlock a user account

Find out how you can unlock the account of a user that's attempted to login un-successfully more times than your security settings allow.

Written by Alex Richards
Updated over a week ago

How do I edit a user's profile?

Written by Alex Richards
Updated over a week ago

How do I move an agent from one team to another?

Written by Alex Richards
Updated over a week ago

How do I de-activate/re-activate a user?

Written by Alex Richards
Updated over a week ago

How do I select what parts of the structure/org-chart a user can access in reports / tables?

Written by Alex Richards
Updated over a week ago

How do I set up custom reporting groups and then enable users to view them?

Written by Alex Richards
Updated over a week ago

How do I view a user's permissions?

Written by Alex Richards
Updated over a week ago