How to Edit Users of an Organization [Step-by-step guide]

Modified on Wed, 29 Jan at 4:14 PM

This article details how to edit users under the hierarchy of an organization.

WARNING: Users handled through this method will inherit access to all its accounts. If you wish to edit a user that only has access to a single account, refer to How to Edit a User of an Account [Step-by-step guide].

To edit users within an organization:

1. Click Organizations from the left menu under the System Configuration section.

2. Press View for the corresponding organization.

3. Click on the Users tab.

4. Press Edit for the desired user.

5. Select the user's role to define access and permissions.

NOTE: You cannot change the user's email address. To learn about roles and permissions, refer to techOMS User permissions structure [Information].

6. Press Save to apply the changes.