Edit a user

Learn how to edit users with step-by-step instructions and permission requirements.

1 min read

Required qualifications:

You need to have the authorization Users & Teams to be able to edit other users.


Edit via User

Step 1 – Go to Organization Settings

  • At the bottom of the menu on the left you will see an icon that looks like a gear.
  • Click on it to open the organization settings.

Step 2 – Open Users

  • During User accounts, click on User.

Step 3 – Select users to edit

  • Click on the user you want to edit.
  • The user's information will expand and you can make any desired changes.

Edit via contact card

Step 1 – Find the user

  • Use the search field to find the user in the contact list.

Step 2 – Open the contact card

  • Click on the user's avatar to open the contact card.

Step 3 – Go to personal settings

  • Click on gear icon.
  • Select Open personal settings.

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