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How do I Edit a User's Email Address or Reset their Password?

User Account Editing

Modify existing user profiles to update login credentials and email addresses from the admin dashboard.

Manage User Accounts

Access the Accounts Dashboard

Log in to the admin dashboard and navigate to the Accounts section to view all user accounts. Access this section by clicking "Accounts" at the top of the page or selecting it from the menu bar.

The screenshot displays the Accounts dashboard in Playbook365, showing sales data visualizations for Events, Products, Tickets, and Insurance over a 7-day period.

Locate a Specific User Account

Use the search field on the Accounts dashboard to quickly find a user account. Enter the user's name or email to display matching accounts for editing.

The screenshot displays the Accounts section of the Playbook365 platform, showing a list of user accounts with details like customer name, email, and other relevant information. The user has searched for

Begin Editing an Account

Find the desired user account in the list. Hover over the account row to reveal action buttons, then click the "Edit" button to open the account editing interface.

The user is editing an account within the Playbook365 platform. The 'Edit Accounts' modal is open, displaying the 'Contact' tab with fields for personal information.

Edit User Login Details

Access Login Credentials

Click the "Login" tab within the "Edit Accounts" modal to access and modify the user's email address and password settings.

The user is editing an account within the Playbook365 platform. The 'Edit Accounts' modal is open, and the user is on the 'Login' tab.

Update User Email Address

Locate the email address field on the "Login" tab and enter the new email address to update the user's primary contact information.

The user is editing an account within the Playbook365 platform. The 'Edit Accounts' modal is open, displaying the contact information for the selected account, including the email address and options to change the password.

Reset User Password

To reset a user's password, select the "Change Password?" checkbox on the "Login" tab. Enter and confirm the new password in the revealed fields to set a new password for the user.

The user is editing an account's login information, specifically the password, using the

Enable Password Reset

Select the "Change Password?" checkbox to enable the new password fields for resetting a user's password.

Save Account Modifications

Click the "Finish" button to save all changes made to the user's email address and password.

The user is editing an account's login information, specifically the password, using the