How to Edit a User of an Account [Step-by-step guide]

This article details how to edit users under the hierarchy of an account.

WARNING: Users under an account will have access to that specific account only. To edit a user that has access to all accounts within an organization, refer to How to Edit Users of an Organization [Step-by-step guide].

To edit users of an account:

1. Click Organizations from the left menu under the System Configuration section.

2. Press View for organization to which the account belongs.

3. Press Edit for the desired account.

4. Click on the Users tab.

5. Press Edit for the desired user.

6. Select the user's role to define access and permissions.

NOTE: To learn about roles and permissions, refer to techOMS User permissions structure [Information].

7. Press Save to apply the changes.