Change a user's settings
Last updated
Last updated
In this guide, you'll learn how to change a user's settings and details. This lets you to update their personal information, grant or revoke permissions, and more.
Only Admins can view and edit users. So, to complete the steps in this guide, you must first be an Admin for your organization.
In the Main Menu, click Admin -> User Management:
Then, search for the user you're trying to update, and click their name in the table:
This opens the User Information page where you'll find the user's:
Profile
Personal Data
Roles and Permissions
Password
Extra Settings
You can change all of this information.
Under the user's photo, click Change photo:
This opens a file browser where you can select an image to use for the user's profile.
Under Personal Data, click Edit:
Then, you can update the user's first name, last name, and email.
Every user has one of the following Roles:
Admin
Manager
Member
External
Under Roles and Permissions, click Edit to change the user's role:
Here, you have the ability to select a new role for the user. When you select a new role, you can see the permissions they'll be granted. You can also read more about them in User roles and permissions.
Select a new role for your user and click Save changes:
Under Change Password, click Edit:
Next, you'll be asked to provide a new password. It must be a strong password. When you've typed it once, you'll need to type it again to confirm it.
There are multiple ways to activate or deactivate a user. One of those is here on the User Information page. Read Activate or deactivate a user to learn more.
Now you've learned how to change many attributes of an existing user. If you don't yet have a user, you can create one.
