Edit User Details

Edit general information for a user, such as name and language, as well as user permissions such as user type, licenses, and global permission sets.

To edit user details from the Edit User Details panel:

  1. From the Main Menu, select Global Admin.
  2. Select Users from the list.

    Note This can also be done from the Company Details page. To access the Company Details page, select a company on the Companies page.

  3. On the Users page, select the Context menu for a user row, and then select Edit User Details.
  4. On the Edit User Details panel, edit user details.
  5. Select Save.

    Note The user type for an existing user can't be updated to Contact Only.