Edit User Account Information

Edit account information for an active user to update the user's information, user permission, discipline, and role.

To edit a user's account information:

1. On the navigation menu, click Settings > Manage Users.
2. On the User Management page, search for the user account that you want to edit. You can use the filter fields under each header to search for a user. For more information, see Filter User List.
   Tip: In the filter field of the Status header, select Active.
3. In the row of the selected user account, click > Edit.
4. On the User page, enter the First Name of the user.
5. Enter the Last Name of the user.
6. In the Permissions field, select the user's permission or access level.
   For more information, see User Permissions.
7. In the Discipline field, select the user's discipline or nature of work.
8. In the Role field, select the user's role or position.
   For more information, see Disciplines and Professional Roles.
9. To assign the user as the designated account administrator for your BPM and grant the user special privileges, select Account Admin.
   Note:

   • Each company account has only one designated account administrator.
   • When you assign a user as the designated account administrator, the current designated account administrator loses the account admin privilege.
10. Click Save.