How to Edit Users?
NeoDove's web portal offers a dedicated section for editing user accounts, providing a convenient and comprehensive platform to make these changes to user profiles.
Frequently, it becomes necessary to Update and Modify user information, such as mobile numbers, email IDs, passwords, or a user's role and designation within the organization.
This feature ensures that User Information remains accurate and up-to-date, aligning with the organization's evolving needs and requirements.
- 1.
- 2.Go to the Manage Users section, from the Menu Bar present on the top-right-hand area of your screen.
- 3.By default, a list of all the Users is visible.
- 4.In this list, under the heading "Action", you will find a Menu Icon (3 vertical dots) against every User’s Name.
- 5.Click on this Menu Icon present against the User you want to edit.
- 6.A drop-down "Menu Bar" will appear.
- 7.Click on the "Edit" option in the "Menu Bar".
- 8.Edit as per your requirement.
- 9.To Deactivate the User, simply push the Toggle Button to the left.
Note: In case the user was assigned leads, you can now reassign those leads to other users before deactivating.
- 10.Click on "Update" when you are done.
Last modified 1mo ago