Managing users in EveryAction is key to maintaining a secure, well-structured system. This course provides a walkthrough of account creation, role assignment, and key security practices for ensuring data protection and operational clarity.

What You’ll Learn in This Course

• The difference between user roles such as administrator, manager, staff, and intern
• How to create, edit, and deactivate user accounts
• When to use expiration dates and welcome emails for new users
• Why individual user accounts are preferred over shared logins
• How to impersonate a user account for troubleshooting
• Steps for updating user details and preserving account access to critical tools
• How to enable two-factor authentication for sensitive access

By the end of this course, you’ll be equipped to confidently manage user permissions and keep your organization’s data secure.