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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.

Steps


  1. 1.
    Log in to your NeoDove account (https://connect.neodove.com/)
  2. 2.
    Go to the Manage Users section, from the Menu Bar present on the top-right-hand area of your screen.
  1. 3.
    By default, a list of all the Users is visible.
  2. 4.
    In this list, under the heading "Action", you will find a Menu Icon (3 vertical dots) against every User’s Name.
  3. 5.
    Click on this Menu Icon present against the User you want to edit.
  4. 6.
    A drop-down "Menu Bar" will appear.
  5. 7.
    Click on the "Edit" option in the "Menu Bar".
  1. 8.
    Edit as per your requirement.
  2. 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.
  1. 10.
    Click on "Update" when you are done.