How to Use the User Drawer in the User Management
- Use the Search function on the dashboard to find a user, if needed.
- Click the User Data box of the selected user.
- User’s Name Displays full name. Click to edit.
- Email Shows the registered email (non-editable).
- Role Displays the user’s current role. Click to change.
- Expand Button Expands the drawer for better visibility.
- X Button Closes the User Drawer.
- Managers Lists the Manager(s) assigned to the user.
- Managed Users (Visible only to you) Lists users under your management.
- Teams You Set Up Shows the teams you’ve added the user to.
- Other Teams Lists other teams the user has been assigned to by other Managers.
- Click the User Data box to open the drawer.
- Click the Name field.
- Edit or type in the First Name.
- Click and edit the Last Name.
- Click outside the field to automatically save changes.
- Open the User Drawer.
- Click on the Role field.
- Select a new role from the drop-down list.
- Open the User Drawer of the selected user.
- Scroll to the “Teams You Set Up” section.
- Click the (+) Add button.
- In the modal, type the Team Name.
- Click the team from the dropdown results.
- Click Save.
