Step 1: Open the Edit Menu
From your Dashboard, scroll to “Who has access to your plan.”
Locate the user you want to update.
Click the Edit Menu to the right of their name (the green circle with three dots).
Step 2: Open Contact and Permission Settings
Select Edit Contact Information from the menu. This opens the user profile, where you can update contact details and permissions.
Step 3: Update Details and Permissions
You can edit any of the following fields:
First name
Last name
Email address
Phone number
Title
You can also update access permissions:
Authorized Signer — Allows the user to act on behalf of the company, such as signing service agreements or plan documents.
Can Invite Other Users — Allows the user to add and invite other users to the plan.
⚠️ Important: If you change a user’s email address, let them know. They may be prompted to validate their new email upon their next login.
Step 4: Save Your Changes
Click Save.
A “User updated” confirmation message appears once the changes are saved.