How to Manage Existing Users

Managing Users allows Users to create Users for enhanced platform util

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Last updated 11 months ago
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Managing Users allows Users to create Users for enhanced platform utilization and collaboration.

Why Manage Users?

Use the Users page to manage users efficiently in eCourtDate

Prerequisites

To manage users, you must be a Super Admin or have permission to create users. Click here to learn How to Create Users.

How To Search for an Existing User

Step 1) Go to Users from the main navigation bar. 

Adding users from navigation bar

Step 2) You can search by name, phone, email, or role in the "Search Users" form, then click the "Search Users" button.

Search users on the users edit screen

How To Assign a Role to a User

Prerequisites: The roles must already be configured on the roles settings to see the user roles in the drop-down list.

Step 1) Click the user you want to add the role to.

Click user

Step 2) Add the role from the users edit page.

Add the user role

Step 3) Once the role is added, click the "Save User" button.

 

Click save button

How To Trash a User

Click any user you want to trash; once on the edit user page, click the "Trash" from the "Tools" button.

trash user

 

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