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Edit a User Profile

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The User Profile screen is used to either add a user to Collaborati or edit an existing user's information (for example, to deactivate the user, change their password, update their contact information, or perform other maintenance tasks).

To edit a user's profile

  1. To edit a user's profile, click on "Admin" in the top menu bar, select "Users" sub-navigation link. The Users screen opens. Search for the user whose profile you wish to modify. Click on the user name link to open the user record. The User Profile screen opens.
  2. Edit the User Profile screen, as needed.

To change the type of user, from the User Type drop-down list, select: User - for a Collaborati user who will create/upload invoices; or Admin - for a Collaborati user who will perform user account administration for your firm. Click "Save".

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