Overview 

This article will show you how to edit User Details.

Instructions

1. Navigate to the User Menu > Settings
   
   
   
2. Select Users and Global Settings 
   
   
   
3. Select Users
   
   
   
4. Click the Edit button (pencil icon) next to the user in question
   
   
   
5. Edit the User Details as desired
   
   
   • Email/User ID: The login/email ID for the user
   • First Name: Enter the first name for the user
   • Last Name: Enter the last name for the user
   • Email: Enter the email for the user
   • Phone: Phone number of the user, if applicable
   • Title: Title of the user, if applicable
   • Department: Department that the user is in
   • Active: Check the box to indicate the user is active and can sign in
   • Access to User and Global Site Settings: Check the box to give the user access to edit User and Global Site Settings
   • Hide from Staff List: Check the box to hide the user from the staff list
   • Hide from Approvers List: Check the box to hide the user from the approvers list
   • Has Access to Analytics: Check the box to give the user access to the Analytics module
   • Can Create and Manage Organizational Analytics Views: Check the box to give the user the ability to create and manage Analytics Views
   • Has Zendesk Access: Check the box to give the user access to Zendesk
   • User Classification: Check the box to classify the user as an Admin, Staff, or Board member
     
     
     
   • Current Access: Tags indicate the content users have access to
     • Meetings: Select All or limit access to Meeting settings and types, Agendas, and Items
     • Events: Select All or limit access to Event settings, analytics, and templates
     • Goals: Select All or limit access to Goals settings and analytics
     • Boards & Committees: Select All or limit access to Boards & Committees and Boards settings and analytics
     • Elections: Select All or limit access to Elections and Election settings and analytics
     • People: Select to grant access to People
       
       
6. Select Save