Managing users

adding a new user any management user can add a new user to the system steps navigate to settings → users click add fill in the required information in the pop up form once submitted, the new user will automatically receive a welcome email to the email address provided this email includes instructions for setting up their password note if the email does not appear in your inbox, check your spam or junk folder deactivating a user users with management permissions can deactivate users when they need to remove access without permanently deleting the account steps navigate to settings select users locate the user you wish to update click manage next to the user's name click deactivate confirm the action when prompted what happens when a user is deactivated? the user will no longer be able to access the system emails and notifications will no longer be sent to the user the user record remains in the account the action is reversible and the user can be reactivated at a later time reactivating a user if a user has been deactivated and requires access again navigate to settings > users locate the inactive user click manage next to their name click reactivate once reactivated, the user will regain access and resume receiving system emails and notifications note the status column on the users page in settings displays whether a user is active or inactive deleting a user users with management permissions can permanently remove a user from the account steps navigate to settings select users locate the user you wish to remove click manage next to the user's name click delete confirm the deletion when prompted deleting a user permanently removes them from the account if you may need to restore access in the future, consider deactivating the user instead looking for something else? we can’t wait to hear about it reach out to our sunshiney support and we'll be in touch in a flash