Managing Users

Defining Users’ Primary Office and Secondary Office/ Editing Users Detail

Primary Office is the main office of a user. This is the office that the usually works from. The user can have access to all the clients, applications, reports and many more of the primary office.


Secondary Office is all the other offices of the company, besides the primary office, that a user could have access to.

Editing Users Detail

The users details can be edited whenever required. Please note the email id of the user can not be changed.
Follow the following steps:


Step 1: Select Teams from the side navigation bar.

Step 2: Select Users

Step 3: Select the user from the list whose details are to be edited.

Step 4: Select  edit option from the three dots.

Step 5: Edit the details you want to

Step 6: Select Update once you complete.

Please note: The primary office of the user can not be changed from this page.

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