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How To Update a User & Assign Roles

< 1 min read

Steps to Update a User #

  1. Go to the Users page from the sidebar.
  2. Search for the user you want to update.
  3. Click Edit next to their name.

You’ll be taken to the user edit form.

What You Can Edit #

1. Basic Details #

  • Avatar: Upload or change the user’s profile photo.
  • Name: Edit the full name of the user.
  • Phone Number: Set the user’s primary phone number.
  • Email Address: Set or update the primary email address.

2. Additional Phone Numbers & Emails #

  • Use the “Add Phone Number” or “Add Email Address” buttons to include more contact methods.

3. Authentication Details #

  • Password: Set or reset the user’s login password.
  • Active: Toggle to deactivate or reactivate the user’s account.

4. Roles & Permissions #

  • Roles: Assign one or more roles that define what the user can access and do.
  • Permissions: Optionally, assign custom permissions directly.