Edit User

Use the Users area to update a user’s details, roles, access, and password. You can also generate a time-limited password reset link.

Steps

Open Users

• Use the left navigation and choose Users.
• Screenshot: Users list with action menu → /mnt/data/Screenshot 2025-12-01 at 10.19.02.png

Open Edit

• In the table, either click the row action menu (⋮) and choose Edit, or right-click the user and select Edit.

Details tab

• Toggle User Status between Active and Deactivated.
• Edit First Name, Last Name, Email, Phone, and any custom fields.
• Add or update Notes.
• Username cannot be edited.

Roles tab

• Assign the roles the user needs (e.g., Admin, Data Collector, Tasks User, etc.).
• You can add or remove roles at any time.

Access tab (if applicable)

• Adjust the user’s access settings according to your organization’s policy.

Password tab — set a new password

• Enter New password and Confirm new password.
• As you type, the interface confirms when each requirement is met (length, uppercase, lowercase, number, special character).

Password tab — generate a password reset link (alternative)

• Check Generate Password Link.
• Choose Link Expires After and Redirect After Login.
• Click Generate Link. A dialog shows the reset URL and validity period.
• Click Copy Text, then send the link to the user via your secure channel.

Save changes

• Click Save to apply all updates.

Next

• Review audit practices for user role assignments.
• Periodically deactivate unused accounts.

FAQs

How do I find a user to edit?
Use the search field on the Users page to filter by name, email, role, or status. Right-click the row or use the row action menu and choose Edit.

Can I change a username?
No. Username cannot be edited. Use the other identity fields (name, email, phone) instead.

What roles do I need to edit other users?
An admin-level permission such as Admin or Access Manager is typically required.

What are the password requirements?
At minimum: 8+ characters, at least one uppercase, one lowercase, one number, and one special character. The UI shows which criteria are satisfied as you type.

How long is a reset link valid?
You choose the expiry when generating it (e.g., 7 days). The dialog displays the exact expiration.

Where does the user land after using the reset link?
Use Redirect After Login to control the landing page (e.g., Dashboard).

Article ID: 296