Editing a user is simple. You can easily update their name, role, location, and shipping address. Email addresses cannot be changed. Phone numbers can only be updated by the user themselves.
Steps to Edit a User:
1. Log in to your account on the platform.
2. Click the Company tab in the main menu.
3. From the dropdown, select Users.
4. Find the user you want to edit in the user list.
5. On the far right, under the Action column, click the three dots (...).
6. Select Edit from the menu.
7. Update the user’s details as needed:
First and last name
Role (e.g., Admin, Cardholder)
Shipping address
Location they are assigned to
8. Click Save to apply your changes.
You cannot edit the user’s email address.
Users must edit their own phone numbers. Admins cannot edit a user's phone number.