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:
-
On the top menu, click the
.
-
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.
-
In the row of the selected user account, click
.
-
On the User page, enter the
First Name of the user.
-
Enter the
Last Name of the user.
-
In the
Permissions field, select the user's permission or access level.
-
In the
Discipline field, select the user's discipline or nature of work.
-
In the
Role field, select the user's role or position.
-
To assign the user as the
designated account administrator for your
A/E firm 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.
-
Click
Save.