Editing a User's Details

You can edit a user's details in the Users section of the HotDocs Hub.

To Edit a User's Details

1. Navigate to the Users section of the HotDocs Hub.
2. Click a User in the list.
3. You can edit the following fields:
• Last Name (required) – the User's last name
• First Name (required) – the User's first name
• E-mail address (required) – used to e-mail a user with password reset instructions
• Send Login E-mail – send e-mail to user when their account is activated, prompting them to log in to the Hub
• Enable Login – if disabled, users cannot log in to the Hub
• Roles – select the appropriate role to assign to the User:
• Template User – can view Template Groups to which they belong and load Interviews
• Template Uploader – can upload templates to the Hub from HotDocs Developer
• Tenancy Administrator – can upload templates, administer Users, and administer the Hub
4. Click Submit.