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


Click on your User profileUsers, Plans and Billing Users.


Select the user you wish to update. 


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

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

    If 2FA is enabled for the user and you are making this edit to allow another team member to take over, please disable 2FA first, otherwise, the new team member will not be able to log in as 2FA setup by the other team member will be required on login. See here how to disable 2FA.


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


Click  Save.

Change User password

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

Change User type

Go to your  User profile→  Users, Plans and Billing → under   Users, click on the user for which you wish to change access.
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.


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