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B. Edit User Accounts

 

Brief explanation

Under “Users”, you can view and manage all existing accounts. Here, you can edit various details relating to a user. These include basic information such as the department or a user role, as well as more specific settings such as a specific role or job title. This makes it easy to customise user profiles and keep them up to date.

 

Step-by-step Guide

  1. Open the LIZ Workspace Manager
  2. In the Setup section, go to the ‘Users’ section
  3. There, you can either apply filters to search for one or more accounts, or enter the name or email address in the search bar
  4. To edit the account, click on the three dots under ‘Action’ on the right-hand side
  5. In the pop-up window that appears, select ‘Edit user’
  6. In the overview that appears, you will find all account information and can edit everything except the email address
  7. Once you’re done, simply click ‘Save changes’

 

Tips & tricks

  • If you want to edit several accounts at the same time, you can click the small box under ‘Name’ in the user overview on the left-hand side. The ‘Action’ menu will then appear, and you can select exactly what you want to change for all accounts.

 

Summary

Under ‘Users’, you can view and manage all existing accounts. Here, you can edit various user details, such as basic information like the department or user role, as well as more specific settings such as special roles or job titles. This makes it easy to customise user profiles and keep them up to date.