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Account Admin
Getting started
How to navigate the Admin tab How to set up a new workspace How to work out why a user can’t see something
User Management
How to create a user How to assign a role to an existing user How to edit a user’s profile How to reset a user’s password How to deactivate or reactivate a user How to delete a user How to give a user access to more than one organization
Roles Management
How to create a role How to edit a role How to assign a security tag to a role How to delete a role
Group Management
How to create a group How to create a subgroup How to edit a group How to delete a group
Organization Management
How to create an organization How to configure organization filter parameters How to edit an organization How to delete an organization
Security Tags
How to create a security tag How to edit a security tag

How to edit a user’s profile

Update someone’s name, identifier, login email, organization access, or landing page. This covers everything on a user record except their roles, which are changed separately.

Before you begin

You need:

  1. The Account Admin role
  2. The user’s current user identifier or user name, so you can find them in the list
  3. The new values you’re setting.

Roles are not edited here. Adding or removing a role is a separate action on the same user, see How to assign a role to an existing user.

Steps

Step 1. Open User Management

From the main navigation, click Admin, then open the User Management tab.

Step 2. Find the user

Type their user identifier or email address or user name into the search bar. The list narrows as you type.

Step 3. Open their profile for editing

In the user’s row, open the settings menu and select Edit.

Step 4. Update the fields you need

  1. First name, Middle name, Last name — middle name is optional; the other two are required
  2. User identifier — must stay unique across the workspace
  3. List of Organizations — which organizations they can reach
  4. Primary Organization — the one they land in at sign-in
  5. Default page — the screen they see immediately after signing in

Step 5. Save

Click Save to apply the changes.

Result

The user’s record reflects the new values. Name and identifier changes appear anywhere the user is listed. Organization and landing page changes take effect at their next sign-in.

Nothing they own is affected. Reports, pipelines, and rules stay attached to the same user record regardless of what you change on it.

Common issues

  1. The user changed but their access didn’t. Access comes from roles, not from anything on this form. The default page in particular only changes where they land, it grants nothing. Change their roles instead.
  2. They’re in the right organization but still see the wrong data. Check the primary organization as well as the list. The primary is where they land, and organization filter parameters apply based on the organization they’re actually in.