How do I edit a user?
- Click the three dots on the right side of the user you wish to edit and select “Edit” from the dropdown list.
- Once you are satisfied with the changes, click "Save" in the bottom corner.
How do I remove a user?
- Click the three dots on the right side of the user you wish to delete and select “Remove” from the dropdown list.
This will remove the user from the system and restrict them from having any further access to the account. Any clients they have added or worked on will remain in the system.
Note: If the user you wish to remove from the system is the sole primary contributor on any client files, you must first appoint another user as the new primary contributor on those files before the system will allow you to remove them as a user.