Manage Users

Every user associated with your company. To add new people, send them an invitation link.

Manage a single user

• Edit: edit any of a user's details right in the grid (first / middle / last name, username, title, address, phones, email).
• Delete: permanently remove the user.

Bulk Upload

The Bulk Upload panel at the bottom lets you add many users at once via a CSV file. Here's how:

1. Download the Excel template by clicking the image in the panel.
2. Copy your data into the appropriate columns.
3. Save the file as CSV.
4. Upload the CSV using the File Upload input.