New Requests
National Regional Managers have the ability to approve or reject newly submitted account requests.
Understanding User Management
- Expand ‘User Management’ category.
- Click on ‘New Requests’ from the navigation on the left hand side of the screen.
- Select the checkbox to activate the ‘Approve’ or ‘Reject’ button.
- Select the ‘Approve’ button to approve user access to the app. Approving the user will set the user app status to ‘Active’.
- Select the ‘Reject’ button to reject user access to the app. Rejecting the user will set the user app status to ‘Inactive’.
- Select the ‘three dots’ to edit the user information or set user permissions.
- Select the dropdown arrow to view more details about the user.
