Manage users
On the Users tab, you get an overview of your users. You can add users, make edits, grant accesses, and perform bulk operations.
Indicators
Next to the user name, you see some icons that provide additional information about the user. Hover over the icon to display explanatory text.
| Icon | Description |
|---|---|
 | The user is a user in places where you are not an administrator. You can grant access to the company, but you cannot make any other changes to the user. |
 | The user is an administrator |
Section Content
Add users
Give others access to the system so they can perform their tasks.
Edit users
Edit user levels and permissions to ensure everyone has the correct workspace.
Change user levels for one, or multiple users
Quickly update user permissions to ensure correct access to system features.
Change ownership of content
Transfer all content to prevent data loss when an employee leaves.
User types and client levels
Understand how user levels and licenses determine which features you can access.
Add company access for multiple users
Give users access to companies
Assign roles for multiple users
Grant multiple people the same permissions simultaneously to manage your system efficiently.
Limit data access for a user
Limit which company data users can see to ensure correct information flow.
Delete user(s)
Remove users access to the system to keep your user list up-to-date
Search for and filter users
Quickly find specific users by filtering and searching through user lists.