Steps to Edit User Profile Information
Follow these steps to modify a user’s details in your Filio account.
Step1: Log In and Access User Settings
– Log in to your Filio web account. - From the left sidebar, click the “User” option to open the user management page, displaying a list of all users.
Step2: Select User and Open Edit Mode
– Locate the user you want to edit in the list and click the edit icon (pencil) next to their name. - This opens a popup with editable fields like name, email, and role.
Step 3: Edit and Save Changes
– In the popup, update the user’s information (e.g., name, email) and select their role from the dropdown (options include Super Admin, Admin, Editor, Viewer). - Review the changes, then click “Save” to apply or “Cancel” to discard. The updated info will appear in the user list.
Tips and Warnings
Edit user info smoothly with these tips and key notes.
- Assign roles based on needs: Super Admin for full control, Viewer for read-only access.
- Double-check email updates to avoid login issues.
- Use the popup preview to confirm changes before saving.
- Only Super Admins can edit user roles, so make sure to check your permissions.
- Changes are permanent once saved; no undo option exists.
- Role updates take effect immediately, so be sure to notify users if needed.
Update User Info in Filio Today!
