Managing users
Adding a New User
Any management user can add a new user to the system.
Steps:
- Navigate to Settings β 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.
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