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Docs • Aug 2025

Editing an Existing User

To Edit and Existing User :   1. Mouse over or Click on Main Menu 2. Move to Users&Roles 3. Select Administer Users 4. All the created users are listed or put in selection

K. Romeo
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Editing an Existing User
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Editing an Existing User

To Edit and Existing User :

 

1. Mouse over or Click on Main Menu

2. Move to Users&Roles

3. Select Administer Users

4. All the created users are listed or put in selection filter criteria to filter the users

5. From the list, Select the required User by clicking the Check Box

6. Click Edit on the last column of the selected user's row

7. A new window with ViewEditTrack Page Visits and Devel opens up

8. Click the Edit Tab

9. Edit Tab shows

 

  • Status - active or blocked
  • Roles - different roles that can be assigned to this user are listed with check box option
  • Username:
  • E-mail address:
  • User Profile - this allows addition of Title, the Company and the Contact this User has access to
  • Block Configurations - is it allow this user to see Who is online and/or Who is New on the system
  • Locale Settings - is to configure Time Zone for this User

 

10. Change/Edit one or all the Settings

11. Click Save

 

ALTERNATIVELY for mass and/or quick edit

 

1. Select the user/s in the list and on the Update Options drop down menu select the action

2. Click Update

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.