Configure User Account Settings
To quickly view and manage user accounts, click on “Defaults” on the ProClient Dashboard. Then click on the action button labeled “Users.”
User Accounts Manager
This will take you to the User Accounts manager. You will see a tabled list of all existing and active user accounts (also known as team member accounts). The accounts are listed by user name, email address, phone, status, and role.
By default, only the users with an active status are listed. You can click on “Show inactive” to view all user accounts.
Clicking on a user name will take you to their user profile information. Clicking on “Reset password” beside a user will send them an email message with a link for resetting their password.
You can search for a user account using the search bar.
User Account Manager Actions
Beside the search bar, you will see two icons: one of an arrow and one of gears.
Click on Export download the Users account database as an Excel spreadsheet that includes your team's names, phone, email addresses, and roles. The spreadsheet's filename will be "Proclient.csv".
Also you can Click Hide Inactive to only show Active Users. This will toggle between Hide Inactive and Show Active
You can add a user manually by clicking on the Add New button.
To learn more, please see: Settings - Users - Add new user