Update the information of a user from My Org

Applicable Roles:

1. Administrators 
   

The My Org menu is available for administrators to update user information, including name, email, business unit, and title. 

To update this information, you have two options:

1. Update user information from the Manage Organization table view.
   

1. Update user information from the Tree view page.
   

Update user information from the Manage Organization table view

Follow these steps to adjust user information from the table view.

1. Click TEAM from the menu bar and select My Org.     
   
   
   
   
2. On the Manage Organization table view, locate the user whose information you want to update.
   
   
   
   
   
3. Click the kebab menu () under the Actions column and select the  Edit icon  ( ).
   
4. Update the fields for the user.
5. Save to confirm the change.
   
   

            

Update user information from the Tree view page

Follow these steps to adjust user information from the Tree view.

1. Click TEAM from the menu bar and select My Org. 
   
   
   
   
2. Click the VIEW button next to the user's name.  
   
   
   
   
3. Select the card for the user.
4. Right-click the card (Ctrl-click if using a Mac).
5. Click Edit.  
   
   
   
   
6. Update the fields. 
7. Save to confirm the changes.
   
   
   

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