Features by Screen: Admin: Manage Users 

Managing Users

[Note: OfficeAutopilot only]

Note that you should first set up your team and permissions BEFORE adding new users. Once you've set up your team and set permissions for each role of your team, it’s time to add users for each role. Do this by going to the Manage Users link in the admin area.

This is where you can add or remove login access to your people in your team. You’ll just enter in the required info for the new user, then indicate their role, and who they report to. This affects both how the permissions system works (ie. typically managers can see and edit their subordinates' contacts, but maybe not their peers’ or their peers’ subordinates) and how notifications work (as sometimes you’ll want managers notified when a task isn’t completed on time.)

If you need to remove a user, you can do so here as well, at which point you’ll have the opportunity to indicate who their subordinates will report to from here on out.

Go to top