View and Manage All Users, Teams, Addresses, Categories

Manage Users

As an Admin, all Users for the organization can be managed in Settings. Users that are no longer a part of the organization can be deleted and new members can be sent invitations.

1. Click on Admin Settings (gear icon in the toolbar).
2. Click on Users.
3. Click on the ellipsis next to a user and click Delete.
4. Click on New User, enter email addresses separated by a comma, and click Send.

Manage Teams

As an Admin, all Teams for the organization can be Edited, Deleted, or Disabled. New Teams can also be created for Users to select from as they join AxM.

1. Click on Admin Settings (gear icon in the toolbar).
2. Click on Teams.
3. Click on the ellipsis next to a team and click Edit, Delete, or Disable.
4. Click on New Team, enter the Team Name, and click Save.

Manage Addresses

As an Admin, all Pickup Locations for the organization can be Edited, Deleted, or Disabled.

1. Click on Admin Settings (gear icon in the toolbar).
2. Click on Addresses.
3. Click on the ellipsis next to an Address and click Edit, Delete, or Disable.
4. Click on New Address, enter the Address details, and click Save.

Manage Cost Centers 

As an Admin, all Cost Centers for the organization can be Edited, Deleted, or Disabled. 

1. Click on Admin Settings (gear icon in the toolbar). 
2. Click on Cost Centers. 
3. Click on the ellipsis next to a Cost Center and click Edit, Delete, or Disable. 
4. Click on New Cost Center, enter Cost Center details, and click Save. 

Manage Categories

As an Admin, top-level Categories and Subcategories can be Disabled or Enabled. To create Custom Categories, please email help@rheaply.com.

1. Click on Admin Settings (gear icon in the toolbar).
2. Click on Categories.
3. Select a Category or Subcategory to Disable/Enable.