Edit an Existing User

To edit an existing user (as an Administrator):

  • Click the settings (gear icon) in the top right while viewing All Workspaces.
  • On the left menu, under USERS, click Add/edit users.
  • Click the Edit link to the right of the user’s name.

There are several sections that provide different options for changing a user:


In this section, you can edit details such as:

  • User Type (by clicking the change link)
  • First Name
  • Last Name
  • Email Address

After making the desired edits, click the  Save Changes button.


In this section, a user can be enabled/disabled, deleted, or have their password reset (with an email to establish a new password).


Check out this article for details on using this section.


In this section, you can alter which groups a user is a member of.

To assign/remove the user from a group, check the box next to one or group names (or use the "Select all" option) in the appropriate ASSIGNED/NOT ASSIGNED column, then click the appropriate < or > button.


Use this option to transfer project and task responsible assignments from one user to another. Project assignments for only Active and Inactive projects, and task assignments for only incomplete tasks within Active or Inactive projects, will be transferred. Project or task assignments in Completed or Cancelled projects will not be affected. Select the designated user as the new assignment recipient from the Select a user dropdown and click the Transfer button to confirm.

Video: User Setup Introduction

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