You are able to edit a User’s account details in User management, including changing the Username, User role/permission, and Landing page. Learn how to edit a User’s account by following the steps below.
- Click on the three dots next to the Help icon.
- Select Users from the drop down system menu to load the User Management module. Once you have located the Users account, click on the Users name to load the User settings screen
3. The User editing screen will then load, where you are able to edit:
- Users name (first name/last name)
- Email address (Username for login)
- Mobile number
- Users Role (permissions)
- Landing Page (the screen that first loads on user login)
- Job Title
- Driver ID (if you have the Drivers module enabled under your Account)
Any edits made will be saved automatically by clicking your cursor outside of the field
4. You are also able to complete the following User Actions:
- Send Welcome Email
- Send Welcome SMS (if the user has a valid mobile phone number)
- Send Password Reset
- Set New Password
5. Once you have finished editing the Users account details, click the arrow to return to the User management home screen.
