How to Edit Users for Onboarding

David N

August 03, 2021 18:47

All configurations to Users are done from the "Users" sub-menu found under Administration. To begin, click Administration from the menu bar.
From the Administration bar, click Users.
When you arrive, you will see previously created Users, if any.
Find the user from the list or use the search box.
On the far right of the user's row, click the ... button and Edit.
A new pop up will appear with the user's current information.
Make desired changes to user's account (e.g. Active/Inactive, username, email, first or last name, role, permission, company, location, reset password, etc.)
Click Save. The User's information will be updated.