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. Open the HotDocs Hub UI.
  2. Click Users.
  3. Click a User in the list.
  4. 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-mailby default, HotDocs Hub does not send login e-mails when editing a user's details; if selected, Hub sends an e-mail to the user, prompting them to log in to the Hub.
    • Enable Login – if disabled, users cannot log in to the Hub
    • Roles – select the appropriate user role to assign to the user.
  5. Click Submit.

 

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