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Edit an Existing user’s name or role

Editing a user's account information

Rudi Jones avatar
Written by Rudi Jones
Updated over 9 months ago

Account Owners and Directors can add, edit, or remove accounts/users, including reset passwords, on the Org Settings page.

Here are the steps for accessing your organization's list of users:

Step 1:

Click your name in the lower left hand corner

Step 2:

Click "Org Settings", which will appear in a list above your name:

Note- if you do NOT see "Org Settings," it is because your account is not set up as an "Owner" or "Director" account. Please contact support@augusthealth.com if you think this is in error.

Step 3:

Click on the "Users" tab on the top navigation bar. You should now see the list of users in your organization!


To edit an existing user's name or role:

Step 1:

Click on their row in the User table:

Step 2:

A pop-up will appear for you to edit the information in their account such as name or role.

Note- you may not downgrade any user at the same Role as yourself (i.e. Owners cannot change another Owner to Staff) Please contact us at support@augusthealth.com for assistance in this matter.

Step 3:

Make the necessary edits and scroll to the bottom and click "Save" to save the changes.

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