Do you need to update a user's information in the system? Here is a quick "how-to".
Note: If you accidentally typed the wrong email address when creating a user, follow these steps to update their email address and reinvite them to the system.
Once the user's email is updated and saved, you can click the "Resend Welcome Email" button at the top of their user details page to reinvite them to the system.
To view and manage your users, navigate to the "User Management" page using the "Users" tab in the left navigation bar of the admin portal.
Once on the "User Management" page, use the filters at the top of the page to search/filter your users as needed.
When you find the user you are looking for, click on the name of that user.
Clicking on the user's name will take you to their user details page.
From the user details page, you can update any of the fields associated with that user and also have the ability to send a "Password Reset" email to that user's listed email.
Note: If your organization uses a "User Owns their Data" policy, you won't be able to edit a User's Details once they've signed into your organization.
Once you have updated the necessary details under the "Details and profile information" section, scroll down to the bottom of the page and click "Save" to confirm the changes to the user's account.
Once saved, the user's details will reflect the changes you have made.
If the user doesn’t have an email, but a username instead; you’ll be able to manually set the password for the user from their “User Details” page using the form shown below:
Note: The user will be prompted to set their own password once they log in to the system.