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Help Center

Edit User

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Changes the details, login, role, sales settings and HRM details of a user.

Step by step

  1. Open Users > User List and choose Action > Edit on the user, or press Edit on the profile of the user.
  2. Change the fields you need. They are the same as on Add User.
  3. To change the password type the new Password and Confirm Password. Leave both empty to keep the current password.
  4. Choose another Role to change what the user can do, or set Allow Login to No to stop the user from logging in.
  5. Press Save Changes (F8). You go back to the page you came from.

Good to know

  • The email, phone and username must stay unique, and the username takes no spaces.
  • The role of the superadmin cannot be changed, and only the superadmin can edit the superadmin.
  • Changing the Type to User, Employee or Both counts against the User Limit and Employee Limit of your plan.
  • The page needs the Edit User permission.
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