Users

This section provides step-by-step instructions for managing users of the platform within your company.

Accessing Users:

To access your company's users in our application, follow these steps:

  1. Navigating to the Users Section:

    • Log in to the admin panel using your credentials.

    • Look for the "Users" tab in the menu bar or navigation panel.

    • Click on the "Users" tab to access the users section.

  2. Viewing Users:

    • Upon accessing the users section, you will be presented with a list of users registered in the system.

    • The list may include user details such as email addresses and first and last names.

  3. Filtering Users:

    • Use the filtering options to narrow down the list of users based on specific criteria such as email address, first name, or last name.

  4. Viewing User Details:

    • Click on the user to view detailed information in the user panel.

    • This includes personal details, company roles, and assigned groups and agents.

Note: Ensure that you have the necessary permissions to access and manage user accounts. Exercise caution when performing actions that affect user accounts to avoid unintended consequences.

Additional Information:

  • Company Admin Privileges: Please note that only users with company admin privileges can access the admin panel and manage users.

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