Update a Microbanking user's information, office assignment, or role assignments.

Prerequisites

Log in to Symba Portal with a user account that is authorized to manage users.

Steps

• In the menu, click "Administration", then "Users"
• In the "All users" section, click the button next to the Microbanking user
• Click "Edit Microbanking user"
• Update the information as needed:
  • First name and last name
  • Office
  • Roles
  • Link to employee (optional)
  • Note: Username and email address cannot be changed
• Click "Ok"

The changes are saved (no email is sent).

Related Topics

• Creating Microbanking users
• Deleting Microbanking users
• Managing roles