Edit

Created by Emily A, Modified on Tue, 23 Sep at 7:56 PM by Emily A

Editing a User’s Permissions

When a user’s status is Accepted, you can update their details and access rights as needed:

Steps to Edit a User:

If you belong to multiple organizations, select the appropriate organization from your profile.
Go to the User Hub section of your platform.
Locate the user whose status is Accepted.
The administrator or a user with the required permissions can click the Edit option.
On the edit page, modify the user’s Name, Role, and Permissions as needed.
Click Update to save the changes.

Pro tip: Regularly review and adjust user permissions to ensure that everyone has the appropriate level of access for their role.

Modifying a User’s Email Address (Expired Status)

If a user’s invitation has Expired, you can update their email to resend the invite:

Steps to Modify the User’s Email:

If you belong to multiple organizations, select the appropriate organization from your profile.
Go to the User Hub section of your platform.
Locate the user whose status is Expired.
The administrator or a user with the required permissions can click the Edit option.
On the edit page, update the user’s Name, Email Address, Role, and Permissions as needed.
Click Send Invite to resend the invitation to the new email address.

Pro tip: Always verify the new email address before sending the invite to ensure the user receives it promptly.