Skip to content

Account Management

Manage permissions and configure user groups in the system.

Access

Go to SettingsAccount 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.