This article explains how to create and manage users from the PEOPLE tab. It covers how to create new users, edit existing users, and access the people editor to update user information.
how to create a new user
To create a new contact/user from the PEOPLE tab, follow these steps:
1. Click the + NEW USER button
The New User pop-up opens
2. Enter the Name
3. Enter the Last Name
4. Enter the Email
5. Click CREATE
The new contact/user appears in the PEOPLE table, confirming the user was created successfully
how to edit a user
Existing contacts/users can be edited at any time using the People editor. To edit a user:
1. In the PEOPLE table, locate the contact/user
2. Click the contact/user name
The people editor opens automatically
3. Update user information
From the People editor, admins can update user details, group assignments, and review activity history.