How to change user details

User details such as first name, last name, email address, phone number and password can be edited within your OnePageCRM account. User permissions can be edited along with the user details.

In this article:
Change User details Change User password
Change User type 

Change User details

1

Click on your User profile → Users, Plans and Billing → Users.

2

Select the user you wish to update. 

3

In the User details tab, you can change the following details:

      • First Name
      • Last Name 
      • Email address (Username)
      • Phone number 

4

To edit a user's privileges go to the Permissions tab.

5

Click  Save.

Change User password

1
Go to your   User profile→  Users, Plans and Billing → under  Users, click on the user for which you wish to change the password.
2
Click on the Change password link.
3
Enter your  New password → press Save.

Change User type

1
Go to your  User profile→  Users, Plans and Billing → under   Users, click on the user for which you wish to change access.
2
Select from the dropdown options in the Access field:
- User
- Administrator
- Focused User (available on Business plan)
Note: See limitations for each type of user access here.

NOTES

  • Administrators and Account holders can also edit details and change the password on a sub-users account. 

Still need help? Contact Us Contact Us

Related Articles