Accessing account roles settings ⚙
Push the cogwheel icon on the top right of your screen to open Settings.
Choose Account roles from the left sidebar.
Here you can manage information about your managers and employees, as well as change their account rights and add new users to your account.
What you can see there 👀
State | The icon before the user appears green if the employee has marked |
The employee's email they use to sign in to their account | |
Name | The worker's name (optional field) |
Phone | The worker's phone number (optional field) |
Manager/worker | A checkmark below these columns indicates whether the employee has the given account role or not |
Active | A checkmark indicates that the employee is active |
Filtering accounts 🔓
To filter accounts, open the drop-down menu on the upper right side of your screen and choose Active or Inactive
In the account roles settings, it is also possible to