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Editing a User's Details

You can edit a user account in the Administration section of HotDocs Advance.

You must have a Site Administrator role to edit a user.

To edit a user

  1. In the Administration section, click Manage users Manage Users.
  2. In the list of users, click the user you wish to edit.
  3. In the Details pane, click EditEdit.
  4. You can edit the following user details:
    • First name (required)the user's first name.
    • Last name (required) – the user's last name.
    • Email address (required) – used to e-mail a user with password reset instructions.
    • Administrative roles – select the appropriate user role to assign to the user.
    • User active – if disabled, users cannot log in to Advance.
  5. Click Save Changes.

The user's details are now updated.