Users & Permissions

The Users & Permissions section is where you create and manage users, general contacts, and manage permission profiles. To access this section, click Admin on the Dashboard, the Admin Home tab displays the Users & Permissions section. Click on the appropriate link and a tab for that section will display. The following elements are displayed in this section:

• Manage General Contacts. This link allows you to create new contacts and manage existing contacts. For instructions, see Creating a general contact.
• Manage Users. This link allows you to view, add, modify, and delete user records. This includes adding an office(s) to a user record. For instructions, see Creating a user record.
• Manage Permission Profiles. This link allows you to create and manage the permission profiles assigned to users within your office or tenant. For instructions, see Creating a permission profile.