How to Modify User Information

If you need to update the information of an existing user, here’s how to do it.

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Step 1: Access User Management

1. Log in to your administrator account.
2. Go to "Users" from the main menu.
3. Select "User Management" to see the full list of active and inactive users.

Step 2: Find the User

1. Use the search bar at the top of the user list to locate the user whose details you want to modify.
2. Click on the user’s name to open their profile.

Step 3: Modify User Information

Once on the user’s profile page, you can:

• Update the name: In case of a name change or if there was an error during registration.
• Change the email address: Ensure the email address is correct for important notifications.
• Modify the role: You can change the user’s role (e.g., from "Analyst" to "Administrator").
• Assign a new department: If the user switches departments or teams, update this field.

After making the necessary changes, click "Save".

Note

If a user is leaving the company or no longer requires access, you can delete a user to deactivate their account.