Note that all the actions listed below can only be accomplished if you have the access rights to do so. Users can only be locked upon request by the Account Holder.
Adding Users
Go to control panel > user and groups > add new user.
This can only be accomplished with additional user license.
If you do not have any additional user licenses you can request them from the same screen.
Requesting User:
Adding User:
Editing Users
Go to control panel > user and groups > press on the pencil symbol next to the user you wish to edit.
While editing users, the username is mandatory and the rest of the information can be filled in as per the user requirement.
Deleting Users:
Go to control panel > user and groups > press on the red cross symbol to delete the user.
Just note that the deleting users will orphan any records associated to that user. For example if a user has added any property to the system it will no longer show their name as the negotiator, notes, transactions... etc
Locking Users:
In some cases you wouldn't want to delete a user, to keep the user information associated with the records on the system. One alternative to deleting a user would be to lock it, which will keep the user's information on the system and will keep the user information associated with the related records. The locked user's account cannot be accessed and a replacement additional user can be added.
To request a user to be locked, the owner or the branch manager need to contact the support team.
Restricting user to an IP address: