Introduction
This article guides you through the process of editing a user in Truvid's platform, a straightforward task for managing user credentials, contact details, and permissions based on their current roles.
📙 To learn about the different types of users and their permissions, please see here.
Steps to Edit a User
-
Navigate to the Users Item: Start by clicking on your avatar icon (your profile initials or picture) in the top-right corner of the Truvid dashboard and click it. This will open a menu, where you can manage your Profile, Settings, Users, Billing, and more.
-
Click on Users: Find and select 'Users'. Here, you will see all existing users.
-
Select User: In the list of users that appear on the 'Users' page, select the user you want to edit.
-
Edit User: This will open a side panel to edit and configure settings for the selected user.
-
Edit User Details: In the side panel, make the necessary changes to the required fields:
-
First Name: Edit the first name of the user.
-
Last Name: Edit the last name of the user.
-
Email: Update the email address for the user.
-
Country: Update the user's country from the dropdown menu.
-
Language: Change the preferred language for the user.
-
Permission: Modify the permissions assigned to the user (e.g., Content Editor).
-
-
Toggle User Status: Use the toggle switch at the top right to set the user as 'Active' or 'Inactive'.
-
Save Changes: After editing all necessary settings, click 'Update' to save the changes.
Conclusion
Efficiently managing user profiles in Truvid ensures that each team member's access reflects their specific responsibilities and organizational changes, simplifying team administration and account maintenance.