The All People page shows a list of all users associated with an account, and the option to edit their permissions.
How do I access All People?
The All People page can be accessed by clicking People on the navigation bar on the left-hand side of the screen.
What will I see on the All People page?
Here you will see a list of the users that are linked to your account. Along with the following:
Edit - the option to amend the user's permissions.
Email - the user's email address
Name - the user's full name
Access Level - informing you whether the user has access to all companies, or specified companies linked to your billing account
Status - informing you whether the user is Active on your account (i.e. they have accepted the invitation you sent them)
Signed Up - if the user has not yet accepted the invitation to be added to your account this will inform you of how many days are left before the invitation expires
Companies - the list of companies the user has access to (click the + symbol to see their full list)
For a guide on adding users and setting permissions, please click here.
Apr 27, 2023, 07:00 AM