This article will give you step by step instructions on how to edit a user in the platform.
Editing a User
Only Administrators or Managers are able to edit users. To edit a user, please see the steps below:
- As an Admin or Manager, log into your Prokeep profile.
- Click the Settings gear in the lower left hand corner of the screen.
- Click "Users."
- Find the user you are wanting to edit and click on the pencil icon to the right of their name.
- This is where you can edit the user's first & last name, email address, cellphone number, Role, the locations they have access to, and even delete the user. Click "Submit" to save the changes. You may also enter a title for a user that is for internal use only.
- Deleting a user will remove their access to the platform, however, their threads will not be lost. All messages will still be available in the contact's thread history.
