How do I change a user's settings?
Update your user's products, settings, and permissions as needed. Settings are controlling behaviours for agent level permissions.
Before you begin: You must be assigned an admin or Super admin
role to perform this task.
If multiple product licenses are assigned to your account, the product setting bubbles will display for each user, regardless if the user is actually assigned to the products or not. If you assign one of these licenses to the user later on, the settings configured here will be applied automatically.
- From
People > Users, select the user who needs changes made.
Tip: While on any tab in a user's profile, you can select
on the top-right to make changes to the Overview page or delete the user. Use the breadcrumbs in the top-left to go back to the main list.
- From the Overview tab, you can change the following:
Metric card Options Details Make changes to personal settings, such as role, language, and time zone. - Select
Edit Details - Make changes.
- Select Save.
Custom fields Make changes to custom fields: - Select Edit Custom Fields to make changes to any custom fields that have been created
- Select Manage custom fields to make changes to system-wide custom fields.
User groups Add or remove the user from user groups. To add the user to a user group:- Select + Add to user groups.
- Choose an existing user group from the drop-down list.
- Select Add user.
Note: To create a new user group, refer to How do I add a user group?
To remove the user from a user group:- Hover over the user group and select
.
Device groups Select + Add to device access group to add the user to a device group. The visibility of this setting depends on the user's product license. - Select
Article last updated: 11 March, 2025