Manage and edit users
Once all relevant team members and collaborators have their own logins successfully created, as administrator you can manage each user profile directly from the same “Manage Users” tab. Within this screen, you can view all user profiles from your business, add additional profiles, edit or remove existing profiles, and edit visible profile fields on the page.
To filter down the list of available users, select the “Users” button next to the filter icon at the top left of the screen. From the dropdown, you can filter by staff or collaborator profiles. To search for a specific user, utilize the search bar feature, and that user’s name will automatically populate as you enter new characters.
The “Manage Fields” button allows you to edit which fields populate within the list of user profiles. To edit which fields are visible, select that button. From the following modal, you can toggle each field on or off as needed. The fields that you can toggle include:
- First name
- Last name
- Work email address
- Work phone number
- Legal specialization
- Staff designation
Note that the “actions” refers to the functionality enabling you as administrator to initiate a new chat with each user profile directly from within the “Manage Users” tab.
Whenever someone from your business has an update to their personal information, the administrator will need to update his or her profile accordingly. To edit an existing profile, first select the profile using the checklist option on the left side of the user list. Once a selection is made, you will be able to select the “Edit Staff” button.
From the new modal, you can edit that user’s information as needed. Select “Save” to complete your edits.
If a user profile is being offboarded, the administrator reserves the right to delete that profile. To remove a profile entirely, first select the profile, and then you will be able to select the “Delete” button. From the new modal, confirm your deletion, and that user profile will immediately be removed from Composure. Note that once completed, this action cannot be undone.