Overview
Use the Edit User function to update a user’s basic profile details and adjust their roles as responsibilities change.
How to Edit a User
Navigate to Admin (gear icon) > User Management in the left sidebar.
In the User List, locate the user you want to modify.
In that user’s row, click the Edit (pencil) icon.
The Edit User form opens, showing the current values for the user.
Update the allowed fields (for example, First Name, Last Name, Roles).
Click Save to apply your changes, or Cancel to discard them.
Note: Changes to roles and permissions take effect immediately after you save.
Table 1. Editing a User
Table 1. User Edit Form Fields
| Field | Editable? | Description |
|---|---|---|
| First Name | Yes | User’s given name. Use to correct spelling or update a name. |
| Last Name | Yes | User’s family name. Use to correct spelling or update a name. |
| Email Address | No | The user’s unique login / notification email. Not editable here. |
| Roles | Yes | System and application roles that control access and permissions. |
| Team Roles | No | Team-based roles; displayed for reference only in this form. |
Assigning or Changing Roles
Within the Edit User form:
Under Roles, click Select… to open the multi-select list.
To add a role, click the role name; it is added to the user’s assigned roles.
To remove a role, deselect it from the list.
Repeat until the user’s roles match their current responsibilities.
Click Save to confirm changes.
Use this process to grant or revoke access (for example, adding Procure to Pay Manager or removing SuperAdmin) while keeping Email and Team Roles as system-controlled, non-editable fields on this screen.