Edit Users

The Edit option on the Users page lets you update an individual's group membership.

With this option, you can only modify the groups that the individual belongs to. Other details (such as name, email address, or contact details) can't be updated.

If any of those details require updating, the individual must update them through the My Profile option in their profile menu. To learn more, see Manage Your Profile.

Editing a user's group membership

To update a user's group membership:

1. Navigate to the Users page.

2. Find the required user. You can use filters to find a user based on their ID, name, email address, and other conditions.

3. Select the actions icon (•••), then choose Edit.

4. In the Edit user wizard, select the Groups page to make the following changes as necessary:

   • To add the user to a group, select the checkbox for that group.

   • To remove the user from a group, clear the checkbox.

The Edit user wizard in the platform.

1. Select Save. A confirmation message is displayed stating that the user is edited successfully.