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How to Edit Users for Onboarding

  • All configurations to Users are done from the "Users" sub-menu found under Administration. To begin, click Administration from the menu bar.


  • From the Administration bar, click Users.


  • When you arrive, you will see previously created Users, if any.


  • Find the user from the list or use the search box.
  • On the far right of the user's row, click the ... button and Edit.


  • A new pop up will appear with the user's current information.


  • Make desired changes to user's account (e.g. Active/Inactive, username, email, first or last name, role, permission, company, location, reset password, etc.)
  • Click Save. The User's information will be updated.


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