Editing a User

Editing a User’s Profile

If you need to update a user's details, such as their email, role, or preferences, you can easily edit their profile by following these steps:

Steps to Edit a User

1. Navigate to the Users Section
   • Open the Left Side Panel Menu and click on Setup.
   • Select Users.
2. Find the User to Edit
   • Locate the user you want to update.
   • Click the Icon next to their name.
3. Update User Details
   • Modify fields such as First Name, Last Name, Email, or Phone Number.
   • Adjust their Security Profile (e.g., change their role from User to Administrator).
   • Update Permissions, Job Title, Account, Default Locale.
4. Save the Changes
   • After making the necessary updates, click Save to apply the changes to the user’s profile.