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Manage users

From the People page, administrators can manage the roles, groups and approval policies associated with users.

To manage your users, complete the following steps:

  1. Go to Business Settings.
  2. Select People. From this page you can:
    • Search for users using the search field, filters or a combination of both.
    • View the roles and groups associated with each user.
    • Use the Actions drop-down to:
      • Edit the user's role.
      • Add the user to or remove them from another group.
      • Create a custom approval policy for the user.
  3. Select a username to access a more detailed user management page. From this page you can:
    • Update the user's roles.
    • Add the user to or remove them from another group.
    • Remove the user completely from the business account.

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