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Edit a User in Service, Rental, and Financials (Next)

How to edit the details of an existing User in Service, Rental, and Financials (Next).

In This Article

Introduction

A user is any person who is able to login and use one or more of Texada’s products, including Service, Rental, and Financials (Classic), (Next), and Mobile (Classic users are traditionally referred to as Operators). The specific features available to each user will vary depending on their role, but all users are created and managed in the same way. 

The following article will detail the process of editing an existing user profile in Service, Rental, and Financials (Next).

Edit a User

To edit a user in Service, Rental, and Financials (Next), follow the steps below.

  1. Log in to Service, Rental, and Financials (Next) as a user with the Edit User permission enabled. Contact your system administrator if you are unsure whether you have this permission.
  2. Navigate to the User Menu (click on your name in the top-right corner of the screen) → Settings → Company Settings → Users.
  3. Locate the user whose profile you wish to edit. Click on their row in the Users table to open the Edit User page.
  4. Edit the user’s profile as desired.
  5. Click the Save button to save your changes. If the update was successful, you will receive a notification that reads “User [User name] updated.”