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How to Edit User Details

 

 

This article will guide you through editing user details. 


1. Edit your login user/team member details by navigating to People > Team and clicking on Rentals, Sales, or BDM.

 

 

2. From the Team List, click the three action dots to the right of the user and click Edit.

 

 

3. Clicking the Edit button to the right of the user details, products, or email signatures allows you to make changes to these fields.

 

 The Details, Products, and Email Signature edit menus will allow for the following edits to be applied to the user:

 

Details

  • Profile Image

  • First Name

  • Last Name

  • Mobile

  • Work Number

  • Advertised Phone

  • Email

  • Advertised Email

  • Personal Website URL

  • Role

 

Products

  • Rentals (toggle)

  • ROL Order

  • Ideal Week Days Ahead

  • Use Own Number

  • Sales (toggle)

  • Use Own Number

  • Banner Code

  • BDM (toggle)

  • About Me

  • Use Own Number

 

Email Signature

  • Email Signature

 

4. The edit drawer will display on the right side, allowing you to make changes. Once finished, click Save to proceed.

 

 

5. The page will refresh, and the updates will now appear on the user's profile.

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