How To Edit a User

How to edit information on an existing user in your CloudBadging account.

CloudBadging Team avatar
Written by CloudBadging Team
Updated over a week ago

To edit a user do the following:

  1. Sign into the CloudBadging account

  2. Click MY ACCOUNT in the top right hand corner of your screen

  3. Select USER MANAGEMENT from the drop down options

  4. Select the pencil icon next to the name of the user you want to edit

  5. Edit any information or permissions of the user

  6. Select the SAVE CHANGES button

Here is the user permissions breakdown:

Update Company Info – Allows to edit account admin and billing info

User Management – Gives access to the “User Management” Section which can add/edit/delete Users for that CloudBadging account including their permissions

Data Configuration – Gives access to the “Data Configuration” Section which can add/edit/delete datasets

Reports – Gives access to the “Reporting” Section which can view and export statistical reports with information about the prints that have been done in the account

Template Management – Gives access to the “Templates” Section which can add/edit/delete templates from the datasets they have access to

Print and record Management – Gives access to the “Records” and the “Print” Sections which can add/edit/delete users and print out their templates from the datasets they have access to

Export Records – Gives access to the “Export Data” button in the “Import/Export & Delete Records” Section which allows the user to export the record data from the datasets they have access to

Delete All Records in Dataset – Gives access to the “Delete all button” in the “Import/Export & Delete Records” section which allows them to delete all the records data from the datasets they have access to

Dataset Permission – Gives access to the specific dataset for that user

Billing – Gives users the option to renew/upgrade the account. When accounts expire if someone has this permission they can renew the account

if you do not have access to user management please contact the main user on your account and they will be able to grant you access.

If you have any additional questions on this process please email support at [email protected] or call 800-996-3581.

Did this answer your question?