Editing Users

Make updates to keep contact information current.

If you are a system administrator or have similar privileges, you'll find a list of employees in the Users area of Settings.

  • Select the edit (pencil) icon to make changes.

  • Upload a picture to display throughout the system when logged in.

  • Ensure the employee's contact details is current. 
    Note: The required fields have an asterisk. 

Warning: The username cannot be changed once created in the Credentials and Permissions section.

Note: If a new username is needed, you must create New User.

  • Enter a New Password (as needed).
  • Update the User Level (as needed).
  • Update the Role (as needed).

  • View the Login History to see how long an employee is logged into the system and the IP Address.

  • Save any changes you made in the top right corner.
  • Select the Change History tab to review the changes.