Edit an Existing User
To edit an existing user (as an Administrator):
- Click the settings (gear icon) in the top right while viewing All Workspaces.
- On the left menu, under USERS, click Add/edit users.
- Click the Edit link to the right of the user’s name.
There are several sections that provide different options for changing a user:
In this section, you can edit details such as:
- User Type (by clicking the change link)
- First Name
- Last Name
- Email Address
After making the desired edits, click the Save Changes button.
In this section, a user can be enabled/disabled, deleted, or have their password reset (with an email to establish a new password).
Check out this article for details on using this section.
In this section, you can alter which groups a user is a member of.
To assign/remove the user from a group, check the box next to one or group names (or use the "Select all" option) in the appropriate ASSIGNED/NOT ASSIGNED column, then click the appropriate < or > button.
In this section, you can transfer all of a users assigned tasks and projects (past, present, and future) to another user altogether. This section is ideal for when a team member exits the organization, but you want to ensure all of their work isn't left unassigned.