Edit Existing User(s) from Company Directory

You can edit user(s) from Company Directory or User Directory.

 

To edit existing user(s):

1. Search for the Company to which you want to edit a user. For steps to search for a company, see Search for a Company .

2. Edit the Company. For more information, see Edit a Company

3. Next to the User's name you want to edit, click Edit.

   

   The User's Preferences page displays.

   

4. Edit the User's information, as required:

   1. General
   2. Contact Information
   3. Discipline and Trade
   4. Preferences
   5. Log In & Password
   6. Access
   7. Extra Addresses
   8. Signature
   9. E-mail Subscriptions

5. Click and remain on the User Edit page.

Tip: Use Copy User to eliminate duplicate data entry when creating new users. For more information, see Copy an Existing User

Note: To update company name and/or address to an individual or multiple users at once, see Select an Action from Company Edit.