How do I manage my Company settings?

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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:  

  • name,
  • phone number,
  • user role,
  • email address
  • security settings
  • password

 

1. Select the User's name:

 

 2. You can edit the required data and reset their password from here:

 

Related Articles:

How to Add a User

How to Remove a User

 

 

 

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