Who It’s For: Super Admins only

What It Does

Allows super admins to add, edit, and manage user accounts — individually or in bulk — including setting roles, permissions, and commission details.

Required Permissions:

• Only Super Admins and Admin can add or edit users.

Video Walkthrough

Accessing the Users Menu:

Option 1:

1. Log into the system.
2. On the left-hand menu, scroll down to Settings.
3. Click People → then Users.

Option 2:

1. Use the Search Bar at the top of the left menu.
2. Type “Users” — the menu will filter to show the relevant section.

Add a Single User:

1. Click the Add New button in the upper right.
2. Fill in required fields:
   • Name
   • Email
   • Role (determines system permissions)
3. Optional fields:
   • Phone numbers
   • Address
   • Profile photo
   • License info
   • Commission details:
     • Split %
     • Split threshold
     • Payable entity (LLC/corp)
   • Location access (must set one Primary Location)

Bulk Upload Users:

1. Click the Bulk Upload button (next to Add New).
2. Download the sample CSV template.
3. Fill in user details using the template.
4. Upload the completed CSV file to import all users.

Managing Existing Users:

• On the Users table, each user appears in a row.

More Options Menu (3 Dots on Left):

• Edit – Update user info
• Reset Password – Sends reset email to user

Status Toggle (Far Right):

• Set users as Active or Inactive
• Inactive users are archived and cannot log in, but their data is retained.

Tabs:

• Switch between Active and Archived users using the tabs at the top of the page.

FAQs

Q: Can I add users to multiple locations?

A: Yes, but one location must be set as their primary.

Q: Will archived users still show in reports?

A: Yes — their historical data remains available.

Q: Do users get a welcome email?

A: Not automatically. You’ll need to guide them to log in or send a password reset link.