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How do I manage or edit a user's information on their behalf?
How do I manage or edit a user's information on their behalf?

As an admin, learn how to view and update user properties including name, email and any custom properties you have defined

Sarah L. avatar
Written by Sarah L.
Updated over a month ago

User details can easily be updated within the admin dashboard. 

Navigate to the Users' account panel from different areas in the dashboard:

Regardless of whether you're reviewing a booking, an invoice, or a Community Feed post from a user, you can review and manage your users' information by simply clicking on their names.

Navigate to Users' account panel from the User page:

  1. Click on Users in the left hand menu

  2. Click on the user you wish to edit 

  3. In the user account panel, navigate to their account details on the left

  4. Make any desired changes, and they will be saved automatically

Note: Users will be able to edit their personal details when viewing their profile within the mobile app. Email address changes must be made by an administrator.

If you get an error message when changing a user's email address, contact Optix Support.

Need more info on Users, Teams & Check-ins?

Take a look at this quick guide to dive deeper.

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