How to Edit a User
Learn how to edit the information of an existing user in octapipe, such as name, email, password, permissions, and more.
Support Team
Last Update 4 months ago
Editing a user allows you to update information, permissions, and access settings, ensuring the profile is always aligned with the team’s needs.
1º Accessing the user administration module:
In the lower-left side menu, click on “Users”.
This section displays all registered users, allowing you to search, edit, or deactivate any record.
2º Selecting the user for editing:
- Locate the desired user in the list.
- Click on the corresponding row to open their profile.
Full NameA form will be displayed with the user’s current data. You can edit the following fields:
- Phone
- Password and Password Confirmation (optional)
- Role/Permissions (Administrator, Manager, etc.)
- Enabled Pipelines (pipelines available to the user)
After making the desired changes, click “Save Data” in the lower corner of the window.
A success notification will appear in the lower-left corner of the screen indicating that the user has been successfully updated.
- Keep the email stable: avoid changing emails frequently to preserve login history.
- Change passwords carefully: request updates only when necessary or for security reasons.
- Review permissions when promoting: confirm responsibilities before adjusting roles.
- Confirm access after editing: check with the user to ensure login is working correctly.
Conclusion:
You have learned how to edit a user, from opening the form to updating permissions. If you have any questions, please contact our support team.