Categories
eApps eQuotes

How to add/edit/remove/deactivate a user

In the “Settings” module, click in the “Users” tile to start the process.

Inside, you will see the image below and you will have the following options: create, edit and de-activate.

If you wish to de-activate the user, simply click in the “Archive” button next to it and confirm that you want to “archive” the user. This will free up one seat in your subscription and you will be able to create another user.

If you wish to edit, just click on the “Edit” button under the “Actions” column inside the user row.
If you want to add a new user, click in the “Create” button at the top.

Inside, you will see the image below. Fill out the necessary fields, choose a user role (click here to learn more) and click the “Save” button to finish.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

Leave a Reply

Your email address will not be published.