Users

As an Administrator, you can invite users to the platform and assign them to groups and roles. 

It's a good way to ensure staff have access to the clients, data, and tasks that are relevant to them. You can view when the user record was created and modified, and it's easy to make changes to a user.

To manage users, on the menu bar, select the settings icon then under Admin, select Users.

You can:

• Invite a user

• Edit user details

• Add users to a group

• Delete a user