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Edit User Information

Mackenzie Nelson
Mackenzie Nelson
Updated

In this article

This capability is only available to administrator users.

To make changes to a user's account information,

  1. From Settings, open User Management.

  2. Find the user whose account you want to make changes to.

  3. Click on the user's name to open the User Details page.

    new_um_ui_edit_user_step_3.png

Edit User Details

You can make changes to the following information for a user in the Profile card

  • First name

  • Last name

  • Assign the user as a Contact Person for your tenant.

  • Assign the user as an Administrator for your tenant.

To edit a user's information,

  1. Click Edit.

    um_ui_edit_user_info_details_1.png

  2. The Edit profile pop-up window opens. Make the necessary changes to the user's information. Click Save.

    um_ui_edit_user_info_details_2.png

Edit the User's Assigned Access Groups

Manage the Access Groups the user is a member of.

To remove a user from an Access Group,

  1. Click Manage groups.

    um_ui_edit_user_info_access_groups_remove_1.png

  2. Click Remove.

    um_ui_edit_user_info_access_groups_remove_2.png

  3. The Access Group is no longer visible in the user's profile. Click Save.

    um_ui_edit_user_info_access_groups_remove_3.png

To Add a user to an Access Group,

  1. Click Manage groups.

    um_ui_edit_user_info_access_groups_add_1.png

  2. Click Add to group. The Add to group pop-up window opens.

    um_ui_edit_user_info_access_groups_add_2.png

  3. Search for the Access Group to add the user to. Click Add to group next to the Access Group the user will be added to.

    um_ui_edit_user_info_access_groups_add_3.png

  4. Click Done.

    um_ui_edit_user_info_access_groups_add_4.png

  5. The Access Group is now visible in the user's profile.

    um_ui_edit_user_info_access_groups_add_5.png

  6. Click Save.

    um_ui_edit_user_info_access_groups_add_6.png

For more information on Access Groups, see project44's Access Groups documentation.

Edit User Roles

Change the roles assigned to a user in the Roles card of the User Details page.

To change a user's assigned roles,

  1. Click Manage roles.

    um_ui_edit_user_info_roles_1.png

  2. Check the box next to the role you want assigned to the user. Uncheck the box next to the role you want unassigned to the user.

  3. Click Save.

    um_ui_edit_user_info_roles_3.png

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