You can easily modify existing profiles, upgrade roles, restrict access, or trigger password resets by clicking Edit user from the main User Management dashboard.
Managing Account Details & Access
Status Toggle: Set the status of a user to Active or Inactive using the toggle switch. Disabling a user immediately revokes their platform access.
Update Contact Info: Modify the user's First Name, Last Name, Email Address, or Phone Number as needed. Please note: The Username field is permanent and cannot be edited.
Role Assignment: By default, new accounts are created as a Member. Use the Role dropdown to upgrade their access level to an Admin if required.
Multi-Factor Authentication (MFA): Enhance account security by specifying whether this user requires MFA. When enabled, the user will be prompted to configure their MFA device within their individual Account Settings.
Managing Passwords for Existing Users
If an existing user loses their password or is locked out, admins can facilitate a reset directly from the edit screen using the buttons in the top right corner:
Generate Password Reset Link: Manually copy and securely share a direct reset URL with the user.
Send Reset Password Email: Dispatch an automated link straight to the email address registered on their profile.