Learn how to change user details, user types and permissions.
Review the video together with the steps outlined below, then use the button provided to continue to the next topic.
- Log in to your system with a user who has Admin permissions
- In the top menu bar on the right-hand side there is a menu option called ‘Admin’
- You can either:
Hover over ‘Admin’ which will show you a dropdown menu
From this dropdown click “Users”
Or
Click ‘Admin’
A menu will appear on the left hand side; you can click ‘Users’ from here
- Type the name of the user you wish to edit into the User Name field and click Search
- Click ‘Select Action’ on the user you want to edit
- Click ‘Edit’
- You can now make changes to the original details
Note: If you need to change the User Type field and it is disabled, please contact support@utilityclick.com to amend this for you
If you are unsure which User Type or Team to select, read our guide Team and User Setup > User Types