How to Edit and Manage Users

This guide explains how to access and update user details, manage verification documents, and edit assigned sites.

Access Users

1. From the Homepage, click the gear icon in the top-right corner to open Management.

2. On the Management page, select Users from the left-hand menu.

3. Locate the desired user in the list.

   • You can use the search bar to quickly find a specific user.

4. Click the pencil icon to the right of the user’s name to open the Edit User window.

Edit User Details

1. In the Edit User window, update the required fields, such as:

   • Name

   • Email

   • Username

   • Contact number

   • Position

   • Base rate

2. After making your changes, click Save to apply the updates.

Add or Update Verification Documents

1. In the Edit User window, select the Verifications tab.

2. Click Add Verification Documents.
   

3. Select the checkbox next to the relevant documents to upload.

4. Click Save.

5. To upload and manage document details:

   • Click the pencil icon next to the document.

   • Attach the relevant file.

   • Update the document status.

   • Add any additional notes if required.

   
   

6. Click Save to commit your changes.

Edit Assigned Sites

1. In the Edit User window, select the Sites tab.

2. Click Add Sites at the bottom of the page.

3. Select the checkbox next to the sites you want to assign to the user.

4. Click Save.

Remove an Assigned Site

• Click the trash icon to the right of the site you wish to remove.