Open the user via Security > Users and click Edit user to change details, role, language or clients, or click Deactivate user to stop their access.
How to do it
Edit
- In the overview, click the user's name.
- Click Edit user.
- Change the First name, Last name, Email address, Phone number, Role, Language or Clients.
- Click Save.
Deactivate
- Open the user and click Deactivate user.
- The dialog asks "Are you sure you want to deactivate this user?". Click Deactivate user, or click Cancel to stop.
- In the overview, you only see deactivated users when you turn on the Show inactive users toggle.
Good to know
- You cannot delete a user. Deactivating keeps the history (for example "Completed by") intact.
