You can update your users’ information in the portal if one of your users changes their contact information or other account information. This tutorial shows you how to information about any of your users in the portal.
Audience: Partner, Merchant
Update User Account Information
Complete all steps in the following sections to access and edit a user account.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Access the Users Page
Click USERS in the left navigation panel.
Locate the desired user name in the Users table, and select its information to open the User Profile page.
Edit the User Information
Click Edit in the upper-right corner of the page to edit the user information.
Click Save to save your edits.
Important!
If you update a user's email address, a verification message will be sent to confirm the new email address.
(Optional) Click on the other tabs in the menu header of the page to edit work flows, user roles, teams, and invoice settings.
Result: The user information is updated immediately in the portal.
Next Steps
After updating the user information, review the following guides for information on related topics:
Customize User Access Roles: Update and customize the roles of any user under your account.
Add a New User: Add users and quickly customize their roles with your saved access templates.
Create a User Team: Create a team and apply your access template to the team settings.