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Update existing user

Updated over 5 months ago

You can update all the information associated with an existing user -- profile, role, password, and working hours. Anyone with the role that has Setup Permissions → Team management section enabled should be able to update and make changes to an existing user. Any changes made to the account will be reflected under the logs section of the user profile.

Update the existing user

1. Go to Setup → Team.



2. Click on the user you want to update.

3. Make the necessary changes you like.

4. Click on the Save button at the top-right corner of the page.

Updating the user's Home Address

Adding the user's home address is beneficial when you intend to use their home address as a starting/end point for route optimization.

  • Toggle the Enable home address switch.
    If enabled, the user’s home address will automatically be set as the default starting and ending location for route optimization.

  • To ensure the accuracy of the mapping, it is highly recommended to enter a portion of the address within the 'Search address' field. Enter the street address and select the correct address within the search results. This will automatically fill out all the fields within the address section.

  • Click on Save.

Logs

In the logs tab, you will see all the changes done on that user account from the time it was created. To access the logs, click on a user and go to the logs tab.

Logs Elements


Event - This is the action that took place within the user profile.

Author - The user who made the changes. This will reflect the first and last name that is set up under their user account.

Updated Parameters - This is a clickable section that will show you the information that was updated. Click on the item to see the old and new values.

On password updates, the old and new values will not be shown for security purposes.


Date - The date and time for when the update occurred.


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