How to Edit Roles and Details of an Existing User

How to Edit Roles and Details of an Existing User


Step – 1
Navigate to the "User" tab. 

(Note: You can check the process in another article, by clicking Create a New User. )

Step – 2
Now, click on the "Three Dots" icon, which is provided just below the "Actions" column. Once the user clicks on those three dots, a drop-down menu will appear, select "Edit" from this menu.




Step – 3
A new page will open where you can edit the existing user information as well as their roles as depicted below in the image. After making the necessary edits, click on "Save and Next".

Note: You can also assign multiple roles to a single user. Except the "Reviewer Level 1" & "Reviewer Level 2" role.




    • Related Articles

    • How to edit the details of a candidate

      Step 1: Click on the "Candidates" icon in the left-hand navigation menu to open the candidates section. Step 2: Locate the list containing the candidate whose details you want to edit. Click on the "Actions" button next to the desired list. From the ...
    • Understanding different user roles

      There are different types of roles that can be assigned by the user to their team are as follows: Customer Admin: • Role: Manages access to the admin portal. • Responsibilities: Grants and revokes access to different users based on their roles and ...
    • How to edit an existing question in a question bank

      Step -1 To modify questions within an existing question bank, start by selecting the action button associated with the specific question bank where you wish to make edits. Then, proceed to choose the 'View/Review Questions' option. Step -2 In order ...
    • How to Create a New User

      Step – 1 Navigate to the "User" tab. You are now required to click on "Create User." Step – 2 After clicking on "Create User," a new page will open where you are required to fill in details such as email, name, password, and roles, among others. ...
    • How to Add Candidates to an already existing list

      You are required to first create a list of candidates in order to add candidates manually. You can refer to that article here "Create a list." Step – 1 Select a candidate list where you wish to add candidates. You are now required to click on the ...