In this article, you will learn step-by-step instructions for how to edit users in Equip.
Editing users allows for Program Administrator to chance the access of other program users. Here, roles can be changed from admin to owner, and users can be set to active or inactive.
Step 1: The first step in editing a user is locating the program settings. To do this, on the home page or any page of the navigation, select your profile image in the upper right hand corner.
Step 2: After selecting this, a menu will become visible, offering navigation to the program Settings. Select “Settings” from the drop down menu.
Step 3: Now, another menu will be available on the right hand side of the screen. This is where all program settings can be edited. Select “Users” navigate to User Settings.
Step 4: A list of all of the users of your program will now be visible. You can view their name, title, email, status, and join date.
Step 5: Locate the user you wish to edit. Select the three dots on the right hand side of the screen. A menu will display.
Step 6: Select “Edit Profile” to begin editing the user.
Step 7: Select the dropdown menu titled “Role” to change the role of the user.
Step 8: Select the dropdown menu titled “Status” to change the status of the user. This is where a user will be set to active or inactive.
Step 9: Select “Cancel” to stop editing the user or select “Save” to save your changes.
Step 10: Congratulations! You can now navigate editing a user.