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Managing users

Users are community accounts — people who can sign in. This is different from People records in the People Followup CRM.

Add a user, assign a role, send a password reset, and disable an account.

Open Users​

Go to Admin → Users.

Common tasks​

Add a user​

  1. Choose add / open the create user flow.
  2. Enter profile details and assign a role.
  3. Save. Send an invite or password reset if they need to set credentials.

Edit a user​

Open the user from the list (or their profile) and update details, roles, or images.

Enable or disable​

Disable an account to block access without deleting history. Enable again when appropriate.

Export​

Use export when available to download a user list for reporting.

Password reset​

Send a reset so the member can create a new password.

Permissions involved​

Typical permissions: view, create, update, disable, and enable users.