Getting started with User Management
Manage your Structure/Org Chart
Manage Roles & Permissions
Manage and Edit User Profiles
- How do I edit a user's profile?
- How do I move an agent from one team to another?
- How do I de-activate/re-activate a user?
- How do I select what parts of the structure/org-chart a user can access in reports / tables?
- How do I set up custom reporting groups and then enable users to view them?
- How do I view a user's permissions?
- See all 8 articles