To view/edit a user in your branch (this is permission dependent), click on your user dropdown at the top right of the screen. Expand Branch Settings and select Manage Users.
On the left-hand side, click the User Name or User field of the person you wish to edit.
At the top right select the Edit pencil icon.
You can now update the user’s details within the User Details, Groups and Permissions, or Reporting Access subtabs as needed.
Once you have finished your changes press Save.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article