Tips and Tricks
Manage Users
4min
user roles first, let's understand what different user roles are available in xenett super admin the super admin user role has all the access as admin user this user originally signed up for xenett and will have the right to cancel xenett service (which the admin user can't do) admin the admin user role gets access to all the clients by default, regardless of who adds the client staff all users other than super admin and admin will remain staff users staff users will not have the option to access the firm settings invite a user to invite a new user, go to settings > manager users > add new user once invited, the user will receive an email to accept the invitation and set up the password when inviting a new user, you can also choose to assign the necessary clients access to xenett resend invitation to user if the user you invited hasn't received the email to set up their account, you can resend the invitation from the manage user screen assign client file please click the assign client file button at the top right to assign a client file from the pop up, you can assign multiple client files to multiple users delete a user to delete a user go to manage users click the delete option under the three dots next to the user's name confirm the deletion, and the user will be removed