How to Manage UsersUpdated 8 months ago

Efficiently managing your users in the VivaValet system is essential for maintaining accurate records and providing excellent service. This guide will walk you through adding new users and managing existing ones, including how to edit or delete client details.

Step 1: Navigate to the Manage User Section

1. Access the Manage User menu:
   • From your VivaValet dashboard, locate and click on the “Users List” option.
   • This will take you to the client management interface, where you can view and manage all your clients.

Step 2: Search for a Client

1. Search for the client:

   • Use the search bar at the top of the client management interface to type in the client’s name.
   • Alternatively, you can scroll through the list to locate the client manually.

2. Open the client’s profile:

   • Once you’ve found the client, click on their name to open their profile page, where you can view and edit their details.

Step 3: Editing Client Details

1. Edit client information:

   • On the client’s profile page, click on the pencil icon (edit icon) next to the information you wish to change.
   • Update the client’s details as needed, such as their contact information, billing details, or service preferences.

2. Save changes:

   • After making the necessary edits, click “Update User” to update the client’s information in the system.

Step 4: Deleting a Client

1. Delete client:
   • If you need to remove a client from the system, click on the trash bin icon (delete icon) located on their profile page.
   • Confirm the deletion when prompted. Please note that this action is usually irreversible.

FAQs:

• Can I recover a client after deleting them?

  • Typically, deleted clients cannot be recovered. Ensure you are certain before deleting a client from the system.

• What if I can’t find a client in the Users List?

  • Double-check the spelling in the search bar or try searching by email or phone number. If the client is still not found, they may not be added yet.