Administrators can change the following fields in a user profile:
- First name and last name;
- Email address;
- Password;
- Title;
- Additional information;
- Automatic deletion date;
- Custom Fields;
- Roles in groups.
To edit the profile of several users at the same time, see Set up multiple accounts via a CSV import.
Edit the first name and last name of a user
- On the left side of the screen, select the group that the user is in.
- At the top of the homepage, click Users.
- Click on a user.
- On the right of the name, click EDIT.
- Enter the new values.
- Click SAVE.
Edit the email address of a user
See Edit the email address of a user.
Edit the password of a user
See Change or reset a user’s password.
Edit the title of a user
- On the left side of the screen, select the group that the user is in.
- At the top of the homepage, click Users.
- Click on a user.
- On the right of the Role title, click EDIT.
- Enter the new values.
- Click SAVE.
Edit the roles of a user
See Edit a role.
Edit the additional information of a user
Platform administrators can use this field to store additional information about the user: Registration number, ID in another tool, etc. It will be available in the CSV exports and through the API, but will not be displayed elsewhere
- On the left side of the screen, select the group that the user is in.
- At the top of the homepage, click Users.
- Click on a user.
- On the right of the Role title, click EDIT.
- Enter the new values.
- Click SAVE.