Registering Users: Editing Users

To edit user information in DigitalChalk:

1. Go to the Users page by clicking “Lead” and then “Users” in the left navigation menu.
2. Locate the user you want to edit in the list.
3. Click the three dots (kebab menu) next to the user’s name.
4. Select “Edit” from the dropdown menu.
5. Make the necessary changes to the user’s information. You can modify:
   • Personal details (name, email, etc.)
   • Custom field information
   • User role
   • Password settings
6. After making changes, click the “Save” button to apply the updates.

Tips:

• You can use the “Reset password on next login” option for security purposes.
• If you need to change a user’s role, this can be done through the editing process.
• Remember that some fields may be required, so ensure all necessary information is filled out before saving.