How to Update User Details

This document outlines the steps to update personal and secondary details for invited users in the User Accounts tab. Learn how to edit user details efficiently.

Introduction

In the User Accounts section of the settings, administrators can update the personal and secondary information for invited users. This guide provides detailed steps for editing and updating user account details, ensuring accurate record management.

Update User Account Details

Step 1: Navigate to User Accounts Tab

1. Click on Settings from the left-side panel.

2. The User Accounts Page displays all existing users (if not, then click on the User Accounts tab), including both the default user and previously invited users, in a table format.

   

Step 2: View User Details

1. The User Accounts table displays all users, including invited users.

2. For invited users (except the default user), the Edit and Delete icons are enabled.

Step 3: Open Update User Accounts Page

1. Click on the Edit Icon next to the invited user whose details you wish to update.

   
2. The Update User Accounts page will be displayed.

Step 4: Edit Personal and Secondary Details

1. The form contains Personal Details (mandatory) and Secondary Details (optional).

   
2. The Email field will be disabled and cannot be changed.

3. Modify the personal information (such as First Name, Last Name, etc.) as required.

Step 5: Save Updated Details

1. After entering the necessary information, click on the Update button.

   
2. The user account details will be updated successfully, and the changes will reflect in the User Accounts table.