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Users

Users are people who can log in to your MARC organization.

Screenshot needed: Admin Users list page

Screenshot needed: Create or edit user form with role selection

What this is for​

Use user management to create accounts, update user details, assign roles, and manage access.

Who uses it​

Owners and office admins with user management permission.

Steps​

  1. Open Admin.
  2. Open Users.
  3. Click Create User if available.
  4. Enter name, email, phone, role, and status.
  5. Save the user.

Important notes​

Give users only the access they need for their work.

Common mistakes​

  • Creating duplicate users for the same person.
  • Assigning the wrong role.
  • Leaving inactive users enabled.