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Getting started with User Management
QUICK START: User Management
How do I access User Management?
Manage your Structure/Org Chart
How do I add my structure/org-chart?
Some example structures/org-charts
How do I edit my structure/org chart?
How do I deactivate or reactivate a part of my structure/org-chart?
Manage Roles & Permissions
How do I add/edit /delete roles & permissions?
How do I assign/un-assign roles & permissions to a user?
How do I add a new user?
How do I add/bulk-upload multiple users at the same time?
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 the reports?
How do I view a user's permissions?