Editing a User

Topic:

EditinG a User

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.

  1. Log in to your system with a user who has Admin permissions
  2. In the top menu bar on the right-hand side there is a menu option called ‘Admin’
  3. 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
  4. Type the name of the user you wish to edit into the User Name field and click Search
  5. Click ‘Select Action’ on the user you want to edit
  6. Click ‘Edit’
  7. 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