User Management Users

PLEASE NOTE: These instructions are used for specifically for the new User Management interface. If you’re still using the classic interface, please use these instructions.

If you’d like to discuss upgrading to the new User Management interface, you can chat with one of our agents below or send an email to support@zerionsoftware.com and someone will reach out to you ASAP.

Table of Contents

• How do I edit a user?

Also, check out:

• How do I create a user?
• How do I add a user to a User Group?

How do I edit a user?

To edit a user in the User Management interface, please follow the instructions below.

STEP 1. From the Admin Portal, click the Mega Menu and select User Management.

STEP 2. Search for the user you wish to edit. You can search using the following fields:

• Username
• First Name
• Last Name
• Email

STEP 3. Click the "eye" icon for the user you'll be editing.

STEP 4. You can either change the user's password or click Edit to update other user information.

In the below example, we'll be editing each of the sections.

STEP 5. Update any general information and click Assign Policies to move to the Policies page.

Click Review and Save if no other updates are needed.

STEP 6. Update Policy information and click Assign Groups to move to the User Groups page.

Click Review and Save if no other updates are needed.

STEP 7.  Add or remove the user from any User Groups and click Review.

STEP 8. Review your changes and click Save.