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To-do:

Initial User Setup: Provide step-by-step instructions for setting up user accounts, including password creation and security settings.

  •  Describe how to add, remove, or edit user accounts.
  •  Detail how to reset passwords and manage user access.
As your business grows, we want to make it simple and easy to add, edit, and remove users. Note: Only account Admins (i.e., users with the role type of Admin) can manage users.

Before you add a team member, you can check the Role section on the User Management tab to see how many different Admin and Users, as well as the total count for each role.

This section covers the following topics: