1. Viewing Users
From the left sidebar, select View Users.
The Users Table will display all accounts with columns for:
Name
Role (Admin, Staff, Client)
Status (Activated, Provisioned, etc.)
Group assignment
Assigned staff
Last visit
Date created
Actions menu
Use the filters at the top (Role, Status, Group, Staff) or the search bar to quickly locate specific users.
2. Adding a New User
Click Add User at the top of the Users Table.
In the Add Users window:
Enter one or more email addresses (comma, space, or Enter separates entries).
Select a role from the dropdown (e.g., Client, Staff, Admin).
Optionally upload a CSV/TXT file for bulk invites.
Ensure Send invite email is toggled on.
Click Invite to send account invitations.
3. Managing Groups
Click Add Groups to open the Manage Groups window.
Create a new group by entering a name and selecting + Add group.
Use the pencil icon to rename existing groups or the trash icon to delete them.
Assign users to groups via the Actions menu in the Users Table.
4. Editing or Assigning Users
In the Users Table, locate the user and click the Actions menu (three dots).
Options include:
View Activities – see detailed session history.
Edit – update profile details or role.
Assign staff/group – link the user to a staff member or group.
Archive – deactivate the staff or client account.
5. Exporting User Data
Click Export CSV to download the full Users Table for reporting or record‑keeping.