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

Modified on Thu, 26 Oct 2023 at 02:35 PM

Users are necessary to operate through Organizations.

This article details how to edit Users under the hierarchy of an Organization.

WARNING: Users handled through this method will have access and visibility to all the Accounts within the Organization. If you wish to create or edit Users that have access and visibility of a single account, refer to the steps detailed in How to Add Users to an Account [Step-by-step guide] and How to Edit a User of an Account [Step-by-step guide].

To do so, you will have to:

1. Click Organizations under System Settings

2. Press Edit on the row of the Organization you will work with

3. Select the Users tab

4. Press Edit button of the User you will modify

5. Define the fields accordingly:

E-mail: User's e-mail address
Role: User's role, to define access and permissions (User, Supervisor, Administrator)

6. Press Save to apply the changes