Edit/Remove a User

How do I edit a user? 

1. Click the three dots on the right side of the user you wish to edit and select “view” from the dropdown list. 
2. Once you are satisfied with the changes, click "Save" in the bottom corner.

How do I remove a user? 

1. 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.