Only users with a role of Super Admin or Admin can edit user accounts.
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On the Customer Hub CMS, go to the Users Management page.
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On the row of the user, click the corresponding Edit icon located in the Actions column.
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Fill in the fields per below:
|
Field |
Description |
|---|---|
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Username |
The unique identifier used by a user to access the system. This field is for display purposes only and cannot be changed. |
|
Password |
The password used by the user to log in. To reset the users password, click the Reset Password button. A modal will appear, allowing you to enter the new password twice. Click Submit to confirm the changes, or click Cancel to abort the action. |
|
Role |
The specific role or permission level assigned to the user, determining their access and capabilities within the internal and external site.
|
|
Currency |
The type of currency associated with the user's account. This field is for display purposes only and cannot be changed. |
|
Company |
The company with which the user is affiliated with. |
|
|
The registered email address of the user. |
|
Status |
Set the status of the user account, indicating whether it is Enabled or Disabled. |
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Balance Management |
Click the Balance Management button to bring up the Balance Management modal. This modal indicates the total balance assigned to the user in the currency as determined in the Currency field. The default amount is set at 1,000,000 credits. To adjust the amount, enter the designated value in the Enter Amount text box, and click Set. This action will set the amount and return the user to the user list without saving any other changes to the user's account. To close the modal without implementing any changes to the balance, click the Close button. This action will return the user to the user list without saving any other changes to the user's account. |
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When you’re done inputting the data, click the Submit button at the bottom of the page to save the changes. A modal will pop up to confirm if the account has been successfully updated - click Confirm to be redirected back to the User Management page. If you want to go back to the Users Management page without saving your changes, click Cancel.