Team members can update their own user profiles, or as Admin you can manage these instead
Only Admins can delete, edit all user profiles and invite new users.
New users will receive a verification email and be required to their registration by opening the email and selecting Verify Email. Once logged in they will be prompted to change their password can complete their user profiles.
In some situations however, the team may request the Administrator to complete the user profiles. (Only Users with Administrator permissions will have access to the Settings section to update company details, configuration settings and to edit user profiles.)
The User Settings summary indicates user names and registered email addresses, their permissions, 2FA status. This is also where you can delete a user profile.
How to manage your team's user profiles:
- Invite new users
- Assign or remove user licences (for new users or when subscriptions change)
- Assign or remove Admin permissions
- Initiate password reset for users
- Add profile details including company position, type & qualifications
- Upload profile picture and signature image
To access the User Settings page navigate to Settings > Users
Beside the user's name click the Edit Profile icon:
Update details and click Save.
