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:
- Go to Business Settings.
- 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.
- 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.