User Management

The User Management page is where administrators can view, manage, and configure all user accounts within the system.

User List

The main view displays a list of all users in your organization. From here, you can see at a glance:

• User’s name and email.
• The number of assigned Claims, Leads, and Tasks.
• Their current Access Role.

Managing Users

• Search Users: Quickly find a specific user by typing their name or email in the search bar.
• Change Access Role: Click the dropdown next to a user’s name to change their access role (e.g., from Editor to Admin).
• Disable User: Instead of deleting users, which could orphan historical data, you can disable them. A disabled user can no longer log in, and their license becomes available for a new user. This preserves their activity history for auditing and reporting purposes.
• Edit User Details: Click on a user’s name to navigate to their contact record, where you can update their name, phone number, and other personal details.

Adding New Users

To add a new user, you must first ensure you have an available license in the Billing section. Once a license is available, you can create a new contact record for the user and then enable them as a system user.