Go to Teams in the ADMIN group, stay on the Users tab, and click a person. Their page shows their numbers and security status, and lets you edit them, suspend access or move them to Trash.
Open a person
- Click Teams in the ADMIN group of the sidebar.
- On the Users tab, click a name. Use All roles to narrow the list.
What their page shows
- The name, role, email and whether the account is Verified or Not verified.
- Four numbers: Deals, Leads, Revenue and Commissions.
- Basic Information with their name and email.
- Commission Stats and Recent Commissions.
- Payout Stats and Recent Payouts.
- Security, with Email Verification and Two-Factor Auth, for example "Not enabled".
Edit a person
Click Edit at the top right. You can change the name, job title, role, team, phone and address, and click Save Changes. See How to add teammates and assign roles in FlowForce for roles.
Suspend access
Under Account access, click Suspend access. It blocks sign in and ends their active sessions. The account and its history stay. Use Restore access when they should sign in again.
Move someone to Trash
Under Danger zone, move the user to Trash. They stay there for 30 days. See How to restore deleted leads, deals and forms from Trash in FlowForce.
If it did not work
I cannot edit a person. Your role may not allow it. Ask an admin.
Someone left the company. Suspend their access first, then move their leads to a teammate. See How to assign and update several leads at once in FlowForce.