Here's how to manage existing users in Counsel Exchange. Click here to learn how to add a new user in Counsel Exchange. 

1. After logging into Counsel Exchange and navigating the Master Settings, click on "Users" in the left-hand-side menu.

   

2. You'll see all existing users in the Users directory.

   Use the top tabs to toggle between Active, Archived, and Deleted users. 

   The main directory will show the user's Full Name, Email ID, Office, Status, Last Login, and Created date, and an Actions (Edit User, Deactivate, Resend Email, Reset Password) menu. Use the up/down arrows to sort by the column.

   Use the search bar to search for specific users. Use the Viewing drop-down menu to customize how many users you want to see on the screen. You'll see whether the user is an Admin or not next to the user's name.

   

   Here's how to use the Actions (Edit User, Deactivate, Resend Email, Reset Password) menu:

3. Click on "Edit User" to edit a user's information.

   You can edit their Full Name, Status, Activation method, and Permissions. Learn more about these in the Adding a New a User in Counsel Exchange guide. Click Save to save your changes or Cancel to back out. 

   

4. Click Deactivate to deactivate a user. 

   Click Confirm to deactivate the user or Cancel to back out. 

   

5. Click Resend Email to send a set password email to the user. 

   

6. Click Reset Password to reset the user's password.

   Fill in and confirm the password, and click Reset Password to reset the password or Cancel to back out. 

1. Use the checkboxes next to each user and the "Bulk Actions" menu to archive or delete users. 

   You can also use the top-left checkbox to select all users. 

   You can find these users in the Archived and Deleted tabs at the top of the page.