Glide Help & Support
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Users

  • How to create a team of users
  • How to add a new user to your Glide system
  • How to switch jobs from a departing staff member to a new staff member
  • How to adjust your users seats.
  • How to unlock a locked user.
  • How to set a user to Departed.
  • How to allow other users to change client status (e.g. delete a client).
  • How to edit a user (name, initials, e-mail etc).
  • How to restore a deleted user.
  • How to make someone a superuser
  • How to change your Glide password
  • Can I give a user access to delete a client?
  • Can I re-use initials used on a deleted user?
  • Am I a superuser?

Categories

  • Introduction for any new user.
  • Setting up the basics - superuser.
  • Users
  • Importing data.
  • The client database.
  • Fee Info
  • Tech Support
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