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Editing users

How to make changes to existing users

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Written by Smart Pension Support
Updated over 3 years ago

1. To edit an existing user's details head to the Home page and then click the Users option, pictured below.
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2. From here you will see a full list of users who can access your adviser account, pictured below.

3. To edit an existing user, begin by expanding the user details and then clicking the Edit button.
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4. This will bring you to a form containing the user's current details which can then be edited.
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5. Once finished, click the Save button at the bottom of the form and the new changes will be saved.

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