Edit a user

The main reason to edit an OnBalance user is to change their permissions.

To edit a user, follow these steps.

1. From the company setup menu,

   To open your company setup menu, click your company name in the upper-right corner.

   For more information, see company setup menu.

   choose Users.
2. In the Users screen, click the user you want to edit.
3. In the Edit User screen, change the data as necessary.
4. Click Save.

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