Edit User Details

Edit general information for a user, such as name and language, as well as user permissions such as user type, licenses, and global permission sets.

To edit user details from the Edit User Details panel:

  1. In the object selector, select Global Admin.
  2. In the sidebar, select Users.

    Note: This can also be done from the General page for a company. To access the General page, select a company on the Companies page.

  3. On the Users page, select the Context menu for a user row, and then select Edit User Details.
  4. On the Edit User Details panel, edit user details.
  5. Select Save.

    Note: The user type for an existing user can't be updated to Contact Only.


Last Published Monday, June 24, 2024