For necessary background, please preread User Roles & Access Explained before proceeding with this article.
Purpose
Modify an existing user’s account details, update access levels, and adjust permissions. Only users with Client Administrator access can perform this task.
Step 1: Open the User Administration Screen
Navigate to System > User admin.
Step 2: Select the User to Edit
Click on the email address of the user you wish to edit.
In the panel on the right, click the Edit button.
Step 3: Make the Necessary Changes
Update the user’s details as required, such as:
• Name or email address.
• Access level (Client Administrator or Restricted User).
• Email notification preferences.
Step 4: Save the Changes
Click Update to save your changes.
⚠️ Watchouts
Changing access levels: Role or location changes affect visibility immediately.
Restricted access allocation: These users require deliberate location-level access to function correctly.
💡 Tips
Role review after edits: Ensure new permissions match their responsibilities.
Governed admin control: Keep Client Administrator access limited for security and configuration integrity.
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