Users Management: Everything You Need to Know
Easily manage user information, invitations, and access within the platform. This section provides step-by-step guides and video tutorials to help you edit user details, send welcome emails, reset passwords, and more. Learn how to add or delete users, reassign units, and upload bulk memberships effortlessly using formatted Excel workbooks.
Articles
- How to Edit User Information (w/video tutorial)
- How to Resend the “Welcome” email to User (w/video tutorial)
- How to Add a User (w/video tutorial)
- How to Send a ‘Password Reset’ Email (w/video tutorial)
- How to Delete a User and Reassign Units (w/ video tutorial)
- Formatting Excel Workbooks for Bulk Membership Uploads
