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