Managing Your Users

To run reports on current salesperson and B2B users, start by going to manage users in the admin tab.

Use the filters on the left hand side to filter down to a specific user type.  Hit apply.

Use the filters to select only approved or unapproved users.  Hit apply.

This will pull up a list of all users that meet the criteria selected including account number if the user is a customer, salesperson ID for customer and salespseron users and a list of roles.  This can be exported to excel.