Edit an Existing Dashboard User - Admin Panel

Purpose

Update a user’s organization, name, and role information.

Where to find this

Admin tab → Dashboard Logins → in the user row, click the green pencil icon.

Steps

1. Review the Email at the top to confirm you are editing the right user.

2. Update User Type if you need to change permissions.

3. Update Select Organization if the user has moved teams.

4. Update Firstname, Middlename if used, and Lastname.

5. Add or update Mobile. You can follow +1‑XXX‑XXX‑XXXX as a guide.

6. Click Submit to save changes.

Result

The user record updates in the Dashboard User List.

Tips and Good practices

• Keep names consistent with HR or directory records.

• Review access after role changes and remove unused high‑privilege roles.

• When moving a user between organizations, verify call routing and on‑call assignments.