Edit a User

To edit a User, browse to Setup > Company > User Manager.

The Users list is displayed. Locate the User you want to edit, and then click the Edit button (pencil icon).

The Edit User Account form will be displayed. Make the necessary changes, and then click the Save button when finished.

Note:  If the user’s current User Role is Manager, Technician, or Salesperson and any changes are made to the permissions, the User Role automatically changes to Custom.

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