Your MineralTree Admin can adjust company information and settings and also manage users.
To access the Admin section of MineralTree, go to:
SETTINGS → MANAGE COMPANY SETTINGS.
Company information and settings can be adjusted on the COMPANY INFORMATION tab. Possible changes include:
- company address
- contact information,
- security preferences
- 2-Factor Authentication codes,
- Invoice Approval settings, and
- Payment Approval settings
Editing a User:
Users can be managed under the MANAGE USERS tab, located at the top of the page.
The following attributes can be adjusted here by clicking on the user name:
- phone number
- user role
- security settings
1. Select the User's name:
2. You can edit the required data and reset their password from here: