Editing a User

How do I edit a user?

To edit a user on your account, you can either navigate to the settings menu and open User Management or you will find User Management in the Quick Links section on the homepage.

To make changes to a user, locate them in the user table and click the three dots icon on the right-hand side. This will open the Edit User panel, where you can modify their personal details — including first name, last name, and email address — as well as update permissions, reset their password, or remove them from the system. The user's current role is also displayed here.

• Edit User – Update a user's details and assign them a role.
• Permissions – Assign or unassign permissions for each report.
• Reset Password – Send the user a link to reset their password.
• Delete User – Remove the user from the app.