To add or edit users (employees) click on the “User Account Manager” (AKA “Edit Profile”) located at the top of the page.
To add new users:
- Click the plus icon (+).
- Fill out the form (all fields are required).
- Make sure the active is checked.
- Click “OK” button.
To update:
- Make changes to the user details.
- Click “OK” button.
To deactivate a user (user cannot login any more):
- Uncheck “Active” check box.
- Click “OK” button.
To delete:
Merge the user data with another user following these steps:
- Search the user you want to merge into
- Click on “Merge – Select Primary User”
- Search the user you want to delete
- Click “Merge – Select Secondary User”