How do I edit a user's account information?

Document created by Bridge Doc Team Employee on Jun 5, 2019Last modified by Bridge Doc Team Employee on Aug 16, 2019
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In the User Details page, you can edit a user's account information and unsubscribe individual users from receiving email notifications. You can also update user information using a CSV file.

Notes:

  • Some features may be restricted based on permissions for your user role.
  • Attributes must already exist in the account or be created via CSV before they can be used to update user information.

Open Admin Menu

  Open Admin Menu

In the Global Navigation menu, click the Application Switcher icon [1]. Then, click the Admin menu option [2].

Note: The Global Navigation menu may differ depending on what is enabled in your account.

Open Manage Users

  Open User Management

In the Users and Permissions menu, click the Manage Users link.

Open User Details

  Open User Details

Click the name of the user.

Edit User

  Edit User

Click the Edit User button.

Note: The message icon will be disabled for unsubscribed users.

Edit User Attributes

Edit User Attributes

Any field that has been previously created in your account by an admin displays for the user. If a field contains a blank entry, the field displays as (none).

Click the attribute value you want to edit for the user.

Note: The Job Title and Hire Date fields are read-only on the User Details page and can only be updated using a CSV file.

Edit Attribute

Edit Attribute

If attributes vary across your account, clicking or typing in a field will generate a drop-down menu of existing or matching attribute values. Click the attribute value you want to add for the user.

Unsubscribe from Email Notifications

Unsubscribe from Email Notifications

If you would like to unsubscribe a user from email notifications, click the Unsubscribed toggle button.

Notes:

  • Users will still receive email notifications for password resets.
  • Users cannot unsubscribe themselves from email notifications.


Save Changes

Save Changes

To save your changes, click the Save button.

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