Manage an Existing User's Profile

Desktop

1. Sign in to Vertex as an administrator.
2. In the upper-right corner, click your initials and choose Settings.
3. In the list of users, click the name of the user that you want to edit (or use the search box to find the user).

   Tip: You can also use the More menu after each name in the list to access the same options in the next step.

4. Click one or more of the following options:
   1. Edit User - Opens the Edit User Details page so that you can update the user’s personal details, contact information, and organization details.
   2. Disable User/Enable User - Deactivates or reactivates the user’s account.
   3. Reset Password - Sends an email with a temporary password to the user, so that they can update their password.
   4. Resend Welcome Email - Sends a Welcome email to the user. This option is only available if you chose not to send a Welcome email to a new user or if users who previously received a Welcome email did not activate their account. Sending a new Welcome email voids all previous temporary passwords. Temporary passwords are valid for 30 days.
      

Mobile

1. Sign in to Vertex as an administrator.
2. In the lower-right corner, tap Account and choose Users.
3. Next to the user profile that you want to update (use the search box if needed), tap More and choose from the following:
   • Edit - Opens the Edit User Details page so that you can update the user’s personal details, contact information, and organization details.
   • Disable/Enable - Suspends or reactivates the user’s account.
   • Resend Welcome Email - Sends a Welcome email to the user. Only use this option for users who previously received a Welcome email but did not activate their account by creating their own password. Sending a new Welcome email voids all previous temporary passwords. Temporary passwords are valid for 30 days.
   • Reset Password - Sends an email with a temporary password to the user, so that they can update their password.