Edit user information

Related information

Related topics

• Assign permissions to users
• Permissions overview
• Set up 2-step verification
• Enable or disable 2-step verification for specific users
• Enable or disable SSO for specific users
• Entity restrictions for users
• Restrict user by department
• Assign a user to a territory

When updating a user's email address, update the related contact record first to avoid an information conflict.

If you need to edit a user's permissions, go to assign permissions to users.

1. Go to Company > Admin > Users, roles, and groups and select Users.

2. Find the user and select Edit.

3. Select the User information tab.

   • Changing a user's User type might incur additional cost.

   • Learn more in the field descriptions.

4. Save your changes.

5. When the Verify your identity page appears, enter your password.

1. Go to Company > Admin > Users, roles, and groups and select Users.

2. Find the user that you want to edit.

3. Select Edit at the end of the row.

4. Select the User information tab.

   • Changing a user's User type might incur additional cost.

   • Learn more in the field descriptions.

5. Select Save.

6. When the Verify your identity page appears, enter your password.