How to Edit a User

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Required Permissions: You must have either the Human Resources role or the Has Access Manager feature added to your profile to edit a user in Kipu Compliance.

Follow the steps below to locate and edit a user.

  1. Click on Access Manager from the left-side navigation menu.
  2. Use the search bars or filters under any columns to find the user you want to edit.
  3. After locating the desired user, click Show under the Actions column to the right of the user's name.
  4. Click Edit in the top-right corner of the user's profile screen.
  5. Make the necessary changes to the user's profile fields.
  6. Once the edits have been made, click Update at the bottom of the page to save your changes.

Note: A green banner will appear at the top of the screen to confirm that your changes were saved successfully.

 

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