Overview
After creating a User, you can edit the User Credentials. These are the basic details used to identify and sign in as a Convoso User. This is especially helpful when you have Agent turnover. Instead of creating a new user, you can simply change the credentials of an existing user.
Contents:
Editing User Credentials
1.) Click the Account main menu.
2.) Click the Users menu option.
The Show Users page will open.
3.) Click the Name of the User to open their Settings.
The User Settings page will open on the Credentials tab.
4.) Edit User Credentials as needed:
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(A) First Name:
This is the First Name used to identify this User throughout the Account. -
(B) Last Name:
This is the Last Name used to identify this User throughout the Account. -
(C) Password:
This is the password that the User will use when logging into the Agent Interface or Admin app.- Must be letters and numbers only, no symbols, and a minimum of 6 characters.
- For example: abc123
- Must be letters and numbers only, no symbols, and a minimum of 6 characters.
-
(D) Email:
This is the email address assigned to the User.
5.) Click the blue Apply Changes button.
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