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Edit a User
Updated over 6 months ago

How to make changes to a case worker's permissions and contact information.

NOTE: This can only be done by a firm administrator.

  • Navigate to the

    Icon in the top right corner of your account.

  • Select Users.

Screenshot 2023-08-28 at 10.47.00 AM.png
  • Find the user you want to edit by using the search box or scrolling.

  • Click on the arrow at the end of the user row.

  • Select Edit User.

Screenshot 2023-08-28 at 10.47.30 AM.png
  • A pop-up window will appear.

Screenshot 2023-08-28 at 10.48.07 AM.png
  • Make the desired changes.

  • Click Save.

Screenshot 2023-08-28 at 10.48.14 AM.png
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