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How to edit an existing User

Updated over a week ago

Update or Remove an existing User

1. Accessing the User Creation Page

  • Navigate to the "Users" section from the left-hand menu.

  • Click on the 3 dots on the left side of the specific user you would like to edit and click on "Edit user"

2. Update Fields

Mandatory Fields:

  • First Name: Enter the user's first name.

  • Last Name: Enter the user's last name.

  • Email: Provide the user’s email address.

  • Status: Select the user’s status from the dropdown menu.

  • Level: Choose the appropriate user level

  • Start Date/End Date: Specify the time period for the user’s access (if applicable).

Important: If you would like to select an end date toward the end of a month, the account will be terminated at 23:30h of the day you pick. Changing and end date cannot be done retroactively!

  • Tax Free: Indicate if the user qualifies for tax-free benefits by selecting the appropriate option.

  • Personnel Number: Add an identifier for internal use.

  • Cost Centre: Associate the user with a specific cost center.

4. Finalizing the User Update

  • Once all information is entered:

    • Click the "Save" button to create the user.

    • To discard changes, click the "Cancel" button.

The updates you set for a user will get into effect.

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