Before you begin
Version: v6 (what does this mean?)
Audience: Administrators and users with the Edit users system role permission.
Once you've created a user account, you can add or edit details as necessary. For example, you could add the user's contact information, such as their phone number and mailing address.
In this article:
Edit user details
To edit user details:
- Navigate to Settings > Users.
- Click the user you want to edit.
- Under the Account Details tab, add or edit any fillable fields.
- Click Save.
- To return to the user list, click Back.
User details information (fillable fields) table
| Field | Definition | Example |
|---|---|---|
| Name | The user's name. | Jane Smith |
| Personnel code | The identifier your organization has assigned to that user. | P019 |
| Job title | The user's job title. This job title does not affect the user's permissions, and is solely for informational purposes. | Lead Technician |
| Hourly rate | The user's hourly rate of pay. | 15.00 |
| Hourly rate currency | The currency the user is paid in. | CAD – Canadian dollar |
| Assign manager(s) | The manager(s) this user reports to. To learn more, see Assign managers. | See Assign managers |
| Primary phone number | The primary phone number you'd use when contacting this user). | 555-555-5555 |
| Secondary phone number | An alternate phone number where you can also reach this user. | 555-555-5555 |
| Address | The user's street address. | 40 Hanna street |
| Apartment or unit number | The user's apartment or suite number. | Suite 500 |
| City | The city the user lives in. | Toronto |
| State or province | The state or province the user lives in. | Ontario |
| Country | The country the user lives in. | Canada |
| Zip or postal code | The user's ZIP code or postal code. | M6K 3N7 |