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Edit a User

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Bytimothy A
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Overview: 

Editing a user allows you to update their account information, such as name, email, roles, and permissions. This helps ensure that user details remain accurate and that access levels are properly maintained within the system.

Follow these steps to edit a user: 

Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 4: You will now be on the Users tab, which opens by default. Click the Edit button for the user you want to update.

Step 4: You will now be on the Users tab, which opens by default. Click the Edit button for the user you want to update.

Step 5: From here, you can edit the user’s first name, last name, email, mobile phone, birthday, gender, address, and short bio. You can also change the profile picture here.

Step 5: From here, you can edit the user’s first name, last name, email, mobile phone, birthday, gender, address, and short bio. You can also change the profile picture here.

Step 6: Under Password & Security, you can edit the user’s email address and change their password. You can also set up two-step authentication.

Step 6: Under Password & Security, you can edit the user’s email address and change their password. You can also set up two-step authentication.

Step 7: Clicking the Availability tab allows you to manage your availability, such as creating a new schedule, editing an existing one, or adding a date override.

Step 7: Clicking the Availability tab allows you to manage your availability, such as creating a new schedule, editing an existing one, or adding a date override.

Step 8: Click on the Access Levels tab to manage or edit the user’s access level.

Step 8: Click on the Access Levels tab to manage or edit the user’s access level.

Step 9: Click the Services tab to view and manage the services the user has, if any.

Step 9: Click the Services tab to view and manage the services the user has, if any.

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