'All Users' is a page within Portal where you can view a complete list of all users within your own Agency, and within your clients.

Where is 'All Users'?

From your Portal, click on 'All Users' on the left-hand menu to navigate to a list of all of the Users for your Agency and all of the Users for Clients made within your Agency.

To invite a new user to your Agency, click here. To invite a new user to a client, click here.

How can you filter Users?

You can filter by search, or by clicking the column toggles next to 'Name', 'Email Address' 'Company', and 'User Level'.

How can you find out more information about a User?

You can do this by clicking on the name of the User or by clicking the pencil icon on the right hand side of the list of Users.

This brings up two tabs:

Related Documents:

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