How do I edit an existing user?

Learn the steps needed to modify or update a user profile.

To edit an existing user, navigate to the Users page under the Admin Settings in the menu bar and select the pencil icon next to the user record you wish to edit. 

From the Edit User page, you can modify the following user profile settings:

  • Full Name
  • Phone Number
  • User Account Status (Suspend or Deactivate)
    • Resend invite if user account has not been activated
  • Notifications
  • Group
  • Role
  • Individual Credit Limit (if applicable)
  • Purchase Card (if applicable) 

You must be an Account Admin or Group Admin to view and edit an existing user's profile settings.

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