What you can do from Users
From the Users menu, you can:
Create users.
Deactivate users when needed.
View your company’s user hierarchy.
Open each user’s record to edit their information and review their permissions.
How to create a user from scratch
Go to Users and select Create user.
Enter the user’s personal details.
Define their settings.
In the Roles and permissions tab, select the role you want to assign.
Each permission includes a description of what it allows and which role grants it. Review this information to configure the user’s access.
How to create a user by duplicating another
You can also create a user based on an existing one.
Select the user you want to use as a starting point.
Use the option to duplicate them.
Enter the new user’s personal details.
The new user inherits the permissions configured for the original user.
