Edit User Records
Follow these steps to change a user’s information:
1.On the Main Menu, click on Administration, and then the Users tab.
2.Click on an user record. You can use the filters to narrow down the list of names presented.
3.Click the Properties tab and then the Edit button. See an explanation of user properties here: User Properties
4.Click the Save Changes button when you're done.
For instructions on how to bulk add or modify user accounts, see Add User Records.
Archive User Records
Follow these steps to archive a user’s information:
1.On the Main Menu, click on Administration, and then the Users tab.
2.Click on an user record. You can use the filters to narrow down the list of names presented.
3.Click the Properties tab and then the Edit button. See an explanation of user properties here: User Properties
4.changing the Active option on the Edit screen from Yes to No.
5.Click the Save Changes button when you're done.
Delete User Records
Choosing Delete will remove this user’s information from the organization permanently.
Follow these steps to delete a user’s record:
1.On the Main Menu, click on Administration, and then the Users tab.
2.Click on an user record. You can use the filters to narrow down the list of names presented.
3.Click the Properties tab.
4.Click the Delete button.
