How to Edit a User

Editing a user allows you to update information, permissions, and access settings, ensuring the profile is always aligned with the team’s needs.

1º Accessing the user administration module:

In the lower-left side menu, click on “Users”.

This section displays all registered users, allowing you to search, edit, or deactivate any record.

2º Selecting the user for editing:

1. Locate the desired user in the list.

2. Click on the corresponding row to open their profile.

3º Updating user information:

Full NameA form will be displayed with the user’s current data. You can edit the following fields:

• Email
• Phone
• Password and Password Confirmation (optional)
• Role/Permissions (Administrator, Manager, etc.)
• Enabled Pipelines (pipelines available to the user)

Important: When updating the password, both fields (password and confirmation) must be filled in. If there is no need to change the password, leave both fields blank.

4º Saving the changes:

After making the desired changes, click “Save All” in the lower corner of the window. 

A success notification will appear in the lower-left corner of the screen indicating that the user has been successfully updated.

Best practices:

• Keep the email stable: avoid changing emails frequently to preserve login history.

• Change passwords carefully: request updates only when necessary or for security reasons.

• Review permissions when promoting: confirm responsibilities before adjusting roles.

• Confirm access after editing: check with the user to ensure login is working correctly.

Conclusion:

You have learned how to edit a user, from opening the form to updating permissions. If you have any questions, please contact our support team.