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Editing a User in the GFI Accounts Portal

Overview

GFI Accounts Portal allows users that are members of the Accounts administrator groups to manage users for their account. By default, the primary contact for an account is a member of the Account administrator group.  This article gives information on how an administrator can edit a user listed in their account or replace outdated information with current.

 

Prerequisites

Log-in in with an administrator account in the GFI Accounts Portal

 

Solution

  1. Log in to the GFI Accounts Portal.
  2. Go to Home > Users linked to your account.
  3. Select the ellipsis that is to the right of the user you want to edit.
  4. Select Edit.

    APeditset.png

  5. Once edit is selected, you will see the box below, like when you add a new user except for the information for the user will be populated and available to edit.  

    newcontact.png

  6. Select Save when finished editing. 

 

Confirmation

Go to Home > Users linked to your account and select the ellipsis to the right of the user you edited and confirm the changes made are present.  

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  1. Priyanka Bhotika

  2. Posted
  3. Updated

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