Change a user's settings

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.

Before you begin

Only Admins can view and edit users. So, to complete the steps in this guide, you must first be an Admin for your organization.

Learn more about the Admin role in User roles and permissions.

View the user's current settings

In the Main Menu, click Admin -> User Management:

User Management

Then, search for the user you're trying to update, and click their name in the table:

User Search

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.

Change the user's photo

Under the user's photo, click Change photo:

Change Photo

This opens a file browser where you can select an image to use for the user's profile.

Change the user's personal data

Under Personal Data, click Edit:

Edit Personal Data

Then, you can update the user's first name, last name, and email.

Change the user's role

Every user has one of the following Roles:

• Admin

• Manager

• Member

• External

Learn more about these roles in User roles and permissions.

Under Roles and Permissions, click Edit to change the user's role:

Edit User

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:

Save Changes

If you change your mind, and no longer want to change the user's role, click Discard, instead.

Change the user's password

Under Change Password, click Edit:

Change Password

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.

Activate or deactivate the user

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.

Conclusion

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.

If you need help with some part of the process, check out our troubleshooting suggestions.