With BoldTrail BackOffice, you have a centralized place to manage all personnel from different sub-accounts.
Who can manage users?
Everyone who has a Users section available on the menu. If this option is not available please contact your account administrator and request they enable this permission for you.
The role of the user doesn't determine any permissions.
How to manage users?
Go to Users > Needed user > Account access tab, select the required sub-account, and click the edit link. Then, select Manage connection and select whether you want to:
Edit user
Adjust permissions
Update commission plans
When you are done with editing the information just hit the Save button. If you want a user to be connected to an additional sub-account, click the give access to more accounts link.
How to manage user permissions?
To adjust the user permission level in a specific sub-account, go to Users > Needed user > Permissions tab and click the adjust permissions link. Set the required level of permissions and click Save.
How do I manage commission plans?
Go to Users > Needed user > Commission plans tab and click add plans.
How can I see the user logs?
Under the Comments & Activity tab of the Users section, you can find all the logs related to the specific user.
