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Table of Contents

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You need to be a Business Admin user to invite new users.

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Manage existing users

  1. Go to the Admin > Users > Manage Users

  2. Click ✏️ the edit icon next to the user you wish to edit.

  3. Their User Profile will now open, and you can edit any information needed, such as their role, quoting defaults, phone number etc.

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When you delete a user, you will be prompted to reassign contacts and quotes that have been created or updated by that user. This is required to in order for those contacts and quotes to be included in your list views.

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The user account will be completely removed and cannot be reinstated except by inviting the user as a new user account.

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