Adding, Removing & Updating Users

Managing user accounts is an important aspect of running your business or organization. Whether you need to add a new employee, remove a former team member, or update information about an existing user, it's essential to know how to manage user accounts within your dashboard. This guide will walk you through the process of adding and removing users in your dashboard.

Adding a User

To add a new user, follow these steps:

1. Log into your dashboard.
2. Click on the "Settings" tab in the left-hand menu.
3. Click on "Users" in the sub-menu.
4. Click on the "Add User" button in the top right corner of the screen.
5. Fill out the information for the new user. This will typically include the user's name, email address, and any other relevant details.
6. Select the user's permission level. There are two types of permissions you can choose from, "Admin" or "Staff". Admin will have access to billing, while Staff does not.
7. Click "Create" to save your new user.

Removing a User

If you need to remove a user, follow these steps:

1. Log into your dashboard.
2. Click on the "Settings" tab in the left-hand menu.
3. Click on "Users" in the sub-menu.
4. Find the user you want to remove and click on the red trash icon.
5. A popup will ask to confirm you want to delete the user; click on "Yes".

Updating User Information

If you need to update information about an existing user, follow these steps:

1. Log into your dashboard.
2. Click on the "Settings" tab in the left-hand menu.
3. Click on "Users" in the sub-menu.
4. Find the user you want to update and click on the blue pencil icon.
5. Update the information as needed.
6. Click "Update" to update the user.

Adding Instructors

If you need to add an instructor, it's done in a different section of the dashboard. Please consult the help center or contact support for more information on adding instructors.

Conclusion

Managing your user accounts is an important part of running your business or organization. Knowing how to add, remove, and update user accounts in your dashboard can help you keep your information up-to-date and ensure that your team members have the appropriate access to your dashboard. By following these simple steps, you can easily manage your users in your dashboard.