Editing User Details in Cloud Edition (Exchange + Salesforce)

Cloud Edition users can log in and review their User Details and edit specific fields, depending on the restrictions set by the Admin. Admins can also access and review user records and update this information on behalf of the user. In this section, you will learn how to edit your User Details.


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Editing User Details

Step_1 Log in to Cloud Edition, and select My Settings in the top right corner of the screen.



Step_2 Select the Edit link at the top of the User Details section.


Step_3 Edit the necessary fields within the Edit User window.


Tip: Note that some fields may be preset and locked by an Admin. These will be visible to users but are grayed out and cannot be edited.


Click the Save button when finished, and click Close to exit the Edit screen.




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