Admin Essentials

Quick tips for managing users and resources

5 articles in this collection
Written by Steven Ogando

View and edit user info

Find specific users, view and edit their information

Written by Steven Ogando
Updated over a week ago

Add new users

Add users to your team and give them access

Written by Steven Ogando
Updated over a week ago

Adding & Removing Client Access

Granting client access to a user if you are using Track or Coordinate.

Written by Steven Ogando
Updated over a week ago

Reactivate and deactivate users

Turn access off and on for specific users, resend confirmation emails and password resets

Written by Steven Ogando
Updated over a week ago

Merge Duplicate Clients

Accept, reject, or continue editing client merge requests

Written by Steven Ogando
Updated over a week ago