Edit Users

How to edit a Users account details i.e. Name, team, active status and user permissions.

If you wish to edit details for a current user such as their name, the team they are assigned to, deactivate the user, or change their permissions, please follow the following steps:

1. Login into your RefNow account
2. Head to Account -> Settings -> Users and Teams on the bar menu at the top of the page.
3. You can then use the search box to find the user, or select them from the list of users.
4. Finally, click on the 3 dots on the right hand side and you will have the option to Edit User.
5. Make sure to click the Save button once you've finished editing the user in order for these changes to be applied accordingly.