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Editing Users

Changing a user's information

If you are an account administrator, you can edit a user and change their information and the channels they have access to. You can also make another user an account administrator or channel administrator. See User Permissions for more information.

To edit a user, open the hamburger menu in the top left corner, and select "Edit users". You can then search for an active user and change their information.

Here's what the edit user page looks like:

 

Edit user

Making another user an account admin for your account

Only customer administrators can edit users. If you'd like to make someone else a account administrator, you can change their Access Level to "Administrator".

Deactivating a user

You can permanently remove a user from FieldChat by clicking on the "Disable Account" button. Their message history will be retained.

Resetting a user's password

You can reset a user's password by clicking on the "Generate Temporary Password". A temporary code will be created that the user can use to login. It will expire in 24 hours.

Changing a user's user name

If you need to change a user's @user name, please contact us on the FieldChat Help channel for assistance.

 

 

 

Need help?

The best way to get help is to simply send a message to us in the FieldChat Help channel. We monitor your help channel and will get back to you as soon as we can. You can also book a web meeting with us, or reach us by phone or email.