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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.

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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
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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
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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.

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

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