Before you begin
Version: v6 (what does this mean?)
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.
To edit user details:
- Navigate to Settings > Users.
- Click the user you want to edit.
- Add or edit any of the following details:
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
- Click Save.
- To return to the user list, click Back.