Manage users

From the Users page, administrators can manage the roles, groups, and approval policies associated with account members.

To manage your account members, complete the following steps:

  1. Go to Business Settings.
  2. Select Users.
    From this page you can:
    • Search for people using the search field, filters, or a combination of both.
    • View the status, the roles, and the groups associated with each person.
    • Use the menu options to:
      • Edit the person's role.
      • Add the person to or remove them from another group.
      • Create a custom approval policy for the person.
  3. Select a user to access a more detailed management page.
    From this page you can:
    • Update the person's roles.
    • Add the person to, or remove them from another group.
    • Remove the person completely from the business account.

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