How to Manage Users

Depending on what an admin is looking to do, there are a couple of different places they would go in Company Settings.

To manage users, navigate to the Settings tab.

Creating New Admin Users or Deleting Users

From the Settings Tab, click on the Users tab. From this tab, an Admin can create new admin users, or delete users from their agency.

Note: Non-Admin users and be deleted from specific companies by clicking into Company Settings > Users Tab.

Creating New Non-Admin Users/Editing User Permissions

From the Agency Usage Tab click into the company needing to be managed. From the Company Users tab, an admin can invite new users, and edit user permissions.