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 profile → Users, 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

Note:
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.