Users

Users

The Users page lists all users: internal (Sales Rep, Onboarding Engineer, Manager) and external (Accountant, Exiting MSP).

Columns shown are:

- First Name

- Last Name

- Email

- External

- Roles

- Clients

- Logged-In On

- Updated On

Add a user

From the Users list page, users can be added by clicking the New button. Once changes are made, click the Save button to save changes, or click the Save and New button to save changes and clear the user form to add a new user.

Edit a user

From the Users list page, users can be edited by clicking the Email link, then on the user detail page clicking the Edit button. Once changes are made, click the Save button.