Managing Users

Accessing User Management

1. Click Admin in the main navigation
2. Select Users

User Roles

• Admin – Full access to all features including settings, user management, and all quotes
• User – Can create and manage quotes but cannot access admin settings

Adding a New User

1. Click Add User
2. Enter their details:
   • Name
   • Email (used for login)
   • Role (Admin or User)
3. Click Save
4. The new user will receive an email with login instructions

Editing Users

Click on any user to edit their details or change their role.

Deactivating Users

To remove a user’s access, edit their account and set their status to Inactive. This preserves their quote history while preventing login.

Need Help?

Contact us at https://mysurgeryquote.com/contact/