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Guide
Edit a user
Last updated on Sep 16, 2024
Reading time: 1 min

At some point, you may need to change a user's name, email, or role in the company, and Client Center makes it a quick and easy to update this info. Let's walk through how to edit a user.

Notes

Only admins and operations users have user editing permissions.

How to edit a user

  1. Go to Client Center and sign in. After you sign in, the Dispatcher page opens.

  2. Select the Users tab.

  3. Find and select the name of the user that you want to edit using the search bar or column sort. The User Details page opens.

  4. Make any necessary changes to the user's details, and click the Save changes button. Note that the Save Changes button isn't enabled until you make a change.

  5. Click Reset user to reset the user’s password and send them a link to create a new password. This will delete the user’s old password and resend a “Create Password” email with a link to create a new password.

Once a user has been saved, that user can't be removed or deleted in the system. Although, you can deactivate the user if you need to. Learn more about deactivating a user here.

Client Center also allows you to add or deactivate users in bulk. Learn more here .

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