All Users
National/Regional Managers have the ability to view all rejected account requests.
Understanding User Management
- Expand ‘User Management’ category.
- Select ‘All Users’ from the navigation on the left hand side of the screen.
- Search is available by Name or Email.
- Filter by role, region, market, or CATS Code.
- Set the users access to app by switching between an ‘Active’ or ‘Inactive’ status.
- Select the ‘three dots’ to edit the user information or set user permissions.
- Select the dropdown arrow to view more details about the user.
Play Video
Understanding User Management: Edit User
- After selecting the ‘three dots’, select ‘Edit’ and a popup will appear to edit the user information.
- Set the users access to app by switching between an ‘Active’ or ‘Inactive’ status.
- Edit user information.
- Select ‘Add Row’ to add an additional row for selecting the market and CATS Code.
- Select the ‘Save’ button to save any updates made to the user information.
Understanding User Management: Permissions
- After selecting the ‘three dots’, select ‘Permissions’ and a popup will appear to add permissions to a user.
- Select ‘Add to Group’ to add the user to the preferred group with permissions.
- Select ‘Remove’ to remove the user from the preferred group with permissions.
