1. Click On Users
2. Here You Can See All Your Users And Their Information, Including Name, Email, Phone, And Roles
3. In The Name Column, You Can View Each User’s Name And Also Click To Sort The List In Ascending Or Descending Order
4. The Email Column Displays The Email Address Associated With Each User
5. The Phone Column Shows The Phone Number Linked To The User
6. The Role Column Lists The Roles And Permissions Assigned To Each User
7. Here You Can Search For Users By Name, Email, Or Other Details To Quickly Locate A Specific User
8. Here You Can Filter Users By Status, Choosing Between Active Or Inactive
9. Here You Can Filter Users Based On Their Role, Such As Super Admin, Administrator, Branch Admin, Salesperson, Project Manager, Job Costing, Or Chat
10. By Clicking On The Filter Button, You Can Apply Additional Filters To Narrow Down Your Search And Quickly Find Specific Users
11. Click On A User To View Their Details
12. Here You Can View All The Details Of A Specific User, Including Account Number, Email, Name, Address, City, State, Zip Code, Phone Number, And Default Calendar
13. Here You Can Also See The Roles Assigned To The User, As Well As Manage Notifications And Messages Such As Email, Text, And Two-Factor Authentication
14. If You Click Here You Can Reset This User's Password.
15. In This Section You Can Add And Manage User Notes
16. And Here You Can Manage The Attachments For The User
17. Now Here You Can Enter And Fill In All The Fields With The New User's Information
18. Assign Your Role(s) Here
19. And When You Finish You Click Save
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.