Update a User's Email Address, Phone Number, or Name

Change the name, phone number, or email address currently on file for a user.

You must have the Manage Users permission.
The fields available in Edit User depend on the user's log in type. To change a Managed user's username, see Edit a Managed User's Username.
  1. Select Settings > User Management.
    The User Management page opens showing a list of all users in the enterprise.
  2. Use the Search and filter options to narrow the list of users shown.
    1. To search for a specific user by name, enter that person's name, or a portion of their name, in the Search field.
    2. To filter the list of users by role, license type, access level, or log in type, use the dropdown fields above the Users grid. If your enterprise has multiple companies, you can also filter by company.
      Tip: When filtering by role, license, or company, you can select more than one item from the dropdown field.
  3. In the Users list, select the name of the user whose details you want to change.

    The user's profile page opens.

    Note: The Deactivate User button displays only if the user has an active account.
  4. Select Edit User on the profile tile.
  5. If the user is a Managed user, update the profile fields in Edit User:
    1. Review the Log in Method badge, which shows Managed.
    2. Update First Name, Last Name, Phone Number, and/or Email as needed.
    3. To change the username, select Edit beside the read-only short code prefix and username suffix.
      For username change steps, see Edit a Managed User's Username.
  6. If the user is a Trimble ID user, change the user's First Name, Last Name, or Email address as needed.
    Important: The email address entered here should be the email address associated with the user's Trimble ID.
    Important: When you change their email, their old Trimble ID is disconnected and an invitation is sent to their new email.
  7. Select Save.
The user's profile information is updated.