The Users & Permissions section is where you create and manage users, general contacts, and manage permission profiles.
To access this section, select Admin on the Dashboard, the Admin Home tab displays the Users & Permissions section. Select on the appropriate link and a tab for that section will display.
The following elements are displayed in this section:
- Manage General Contacts. This link allows you to create new contacts and manage existing contacts. For additional information, see: Manage General Contacts.
- Manage Users. This link allows you to view, add, modify, and delete user records. This includes adding an office(s) to a user record. For additional information, see: Manage Users.
- Manage Permission Profiles. This link allows you to create and manage the permission profiles assigned to users within your office or tenant. For additional information, see: Manage Permission Profiles.