Keeping your team's data up to date is key to effective communication and seamless card management. At Clara, users with Owner, Administrator, or Manager roles (for their assigned teams) can edit profiles immediately.
Step-by-Step to Edit a Profile
Follow these instructions from the web platform:
Team Section: Go to the "Team" section in the main menu of the Clara platform.
Select the User: Locate the person you wish to update and click on the three-dot "Actions" menu located to the right of their name.
Edit: Select the "Edit user" option.
Update the Data: Modify the necessary fields, such as:
First and last name.
Corporate email address.
Phone number.
Confirm: Click "Save changes" and the information will be updated instantly.
Editing Permissions by Role
| Role | Editing Capability |
|---|---|
| Owner / Administrator | Can edit information for any user in the organization. |
| Manager | Can edit information only for users they manage. |
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