Editing User Information
Once a user is added, their name, phone number, and roles can still be edited if necessary. Roles can also be adjusted to change the information a user can access.
To manage users, click User Management in the left navigation menu. This opens the List of Users page.
Find a name in the list of users by scrolling or using the search bar on the upper left corner of the page. Click the List icon on the right side in the user’s row, then click Edit User.
Adjust the information in the Edit User modal. The only item that cannot be changed is the email, as this is the credential used to sign onto the platform.
To delete a role, in the section What can this user access? click the Delete icon. Delete a user if they no longer work for the network, organization, or location. You can also +Add a Role, Resend an Invitation, or Deactivate User.
To temporarily remove a user’s access, you can click Deactivate User near the bottom of the page rather than deleting the user. You can reactivate a deactivated user at a later date.
For more information about user types and their capabilities, see this article:
For more information about Deactivating a User, see this article:
Resending User Invite Emails
New users have 72 hours to use the link in the invitation email or the account setup link expires. In this case, the invite can be resent.
To resend the invitation, click User Management in the left navigation menu. This opens the List of Users page.
Find the name in the list of users by scrolling or using the search bar on the upper left corner of the page. Click the List icon on the right side in the user’s row, then click Edit User.
The Edit User pop-up screen appears. Click Resend Invitation, this will resend the email invitation to set up their account.
