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Account Management

Manage permissions and configure user groups in the system.

Access

Go to Settings → Account Management

Account List

View all accounts with filters for role, active status, and territory.

Role-Based Permissions

Feature Admin Supervisor Field Staff
View Reports All Territory Personal
Manage Staff Yes Territory No
System Settings Yes No No

Groups and Territories

Reset a Staff Member's Password

To reset a password: select the account → Reset Password → the system sends a reset email to the user.