Edit Portal Users

Admin and Manager roles can edit users in the Unionpoint Portal.

To edit a portal user:

1. Click the pencil icon next to the user's name.
2. 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.
3. Click Update User.
   The user details are now updated.