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Back to home
Knowledge Hub
User Types & Roles
Getting Started
Chronologica
Lexiti eReview
Expero Virtual Data Rooms
Getting Started
Using Your Workspace
Upload
Download
Bundling Workspace
Using Your Workspace
Upload
Download
Authentication
Managing Your Workspace
Folder Permissions
Managing Workspace Users
Workspace Security
Managing Your Licence
User Types & Roles
System Role
Workspace Role
Workspaces Types
Relationship Workspace / Client Portal Workspace
Safelink Apps and Features
Numbering
Search
Annotations
Micro-Blog App
Binder View
Two-Phase Approval
Labels
Mentions
Watermarks
Electronic Signature
Secure File Transfer
Production Export
Follow the Leader
Secure Mail
Terms
Account
Reports
Miscellaneous
FAQ's
Licence Admin - How to View and Edit User Details
Licence Admins can view and edit the account details of users on their licence. Licence Admins can change the user's role, edit their name, change their user ID, add a company name, set notification frequency and more!
View in Full Screen
To begin, click
Manage
.
Click
Users
.
On the User Accounts screen, click the name or email address of a user whose details you want to view
Click
Change Details
.
Make any necessary amendments to this account, and when you are finished, click
Save Changes
at the bottom.