How to Access People?
Learn how to access the people module
Transcript
Created:
May 21, 2023
Last updated:
May 21, 2023
1. Upon successful login, navigate to the left navigation bar.
2. From the modules displayed, click People located under the Organization heading. Doing so takes you to the People screen.
3. Here, all the users of the organization are segregated into All, Member, Staff, Deactivated, and Invitations.
4. Each user’s information is tabulated via various columns that include Name, Phone, and User Role.
5. Clicking the three-dot icon from the end of the user row allows you to add member role, add staff role, or deactivate the user.
6. Clicking a user name opens the selected user’s details. To edit the details, click the Edit Profile button.