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:
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.
Change the user's photo
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.
Change the user's personal data
Under Personal Data, click Edit:
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:
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:
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:
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.
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