Admin permission is required to edit users.
Every Method user has individual settings which an administrator can set after they have been added.
Navigating to the User List
Click the upper-right Profile icon and then click Account Settings.
Click Users.
This screen shows all the active and invited users who can log into your Method account. Click the user you’d like to update. This brings up the Edit User screen for this user.
The next steps are divided into three sections.
User profile
The user profile is broken up into two sections.
User information
This manages the basic user information.
Username: The display name used when assigned activities and other work.
Sign-in email: The email used for the user to sign in. If the user has access to multiple Method accounts, this changes the sign in for all the accounts.
Remove user access:
Active users can log in to Method and count towards the subscription cost.
Inactive users cannot log into Method and are not included in the subscription cost.
Link to QuickBooks Entity
There are a few places where it is useful to link the user to a QuickBooks entity.
For one, it is required for Time Tracking for the Field Services app.
For accounts syncing to QuickBooks Desktop, customers and leads are assigned to Sales Reps. Linking a Method user to a QuickBooks employee means you can assign customers and leads to that user.
Access Permissions
There are a number of permissions you can apply for each user. For more information, please see our article "Manage User Access Permissions".
Advanced Settings
Method API
Manage user’s access to Method API that allows seamless integration with other apps and systems.
Allow user to connect to Method API: enable this user’s access to Method’s API. Connecting to Method’s API gives a user access to third-party applications like the Report Designer. If this user isn’t allowed to access the API, they won’t be able to use those applications.
Security
Manage and protect the user’s account by enabling two-factor authentication. Normally, each user will set this up on their own as described in the article: "Set up two-factor authentication for your Method login."
If you need to reset this, you can click the Reset 2FA button.
"The next time the user attempts to sign in, they will be prompted to go through the 2FA setup process again before they gain access to Method."