Edit a Portal User

If you are a Portal user with an Admin role, you can edit users in the Unionpoint Portal.

Prerequisite:

• View Portal users.

To edit a portal user:

1. On the Manage Users tab, find the user you want to edit.
2. Click the pencil icon next to the user's name.
3. Edit the user's details.
   Only the following may be edited:

   • First Name
   • Last Name
   • Role: either Manager or User

   Note: Admin roles cannot be changed, but can be transferred to a Manager. Email addresses cannot be changed as it is the unique identifier for each user in the Portal.
4. Click Update User.

The user details are now updated.