The administrator can manage the users for their company through the Manage users menu in the Admin Dashboard.

Add Users

In order to add a new user, the admin simply 

  • Press the "Add User" button.
  • Enters the person's first name, last name, email address, and role. These are the mandatory fields.
  • You can also add a phone number and external reference, this is not mandatory.
  • Click the Send Invitation button.
  • Now the user will receive an invite email with a link to register.

Multiple users can be invited at once by adding lines via the Add Multiple users button. 

Searching a User

Use the search bar to find any users within your company.

Delete Users/password reset

To delete a user, the admin needs to deactivate the user by clicking on the three dots on the top right of the user's name. You can follow these same steps to Edit a user's details.

You can also send a link to the user to reset their password in case they forgot.