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Edit User Account
To edit a user, click on “User Management” & search for the user. Next, hover over the Action icon to the left of the user, & select “Edit”. Make changes to the Profile section as needed; then, click “Save”.
Editing a User Account
To edit a user, click on "User Management" & search for the user. Next, hover over the Action icon to the left of the user, & select "Edit". Make changes to the Profile/Role/Additional Information section as needed; then, click "Save".
View/Edit User Additional Info
To view/edit a user’s additional information collected via user custom form, click on “User Management” & search for the user account. Next, hover over the Action icon to the left of the user, & select “Edit”. Click on the “Additional Information” ...
Adding a User Account
Suggestion: Search for the user account in User Management prior to creating a new account to ensure there is not an existing account previously created. To add a new user account, click on "User Management"; then, click the "+" in the upper/right. ...
Edit Account Code
To edit an account code, click on “Configuration” & select “Account Code”; then, hover over the Action icon to the left of the account code, & select “Edit”. Make changes as needed; then, click “Save”.