Overview

Need to Make Changes to a User?

If you need to update a user's information - such as their name, email, role, or permissions - you can do so by editing a user.


Web-Only: This feature is not available on the mobile app.


How to edit a user 

Step 1. Select Users from the left navigation bar. 


Step 2. Find and click on the user from the table. 

  • The user form will appear.


Step 3. Make the necessary changes to the user. 

  • Here the administrator can make changes to:
    • First Name, Last Name
    • Email
    • Mobile number
    • Office number, Extension
    • Role
    • Permissions

Step 4. Scroll down and click Save.



See Also


  

Need help?

There are three ways to reach our Customer Support team: