How to Edit User Profiles

When Should You Edit a User?

Edit user profiles when:

• Roles change
• Departments change
• Sites change
• Responsibilities change
• Contact details change

Step-by-Step Guide: How to Edit User Profiles

Step 1 — Open User Management
Navigate to:

Setup → Manage User

Step 2 — Search for the User
Use the search bar or filters.

Step 3 — Click “Edit”
The user profile page opens.

Step 4 — Update User Information
You may update:

• Name
• Email
• Phone number
• Role
• Department
• Team
• Site
• Access settings

Step 5 — Save Changes
Changes apply immediately.

Important Notes

• Permission changes may affect
  workflow visibility instantly.
• Some changes may require the user
  to log out and back in.

Best Practices

✅ Review role changes carefully
✅ Confirm operational visibility after updates
✅ Keep organizational structures accurate