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Can I change the username of a user?

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If a user’s username is no longer in use, then it can be changed. As an Admin user, you can change the username in a few simple steps. 

Follow these steps to change the username:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Users.
  5. Hover over the user whose username you want to change.
  6. Click the More icon.
  7. Choose the Change Username option.
  8. Enter the new username and password. Confirm the password.
  9. Click Save.

After saving, you must verify the new username. 

  1. Open the user record with the new username.
  2. Click the exclamation mark beside the Username field.
  3. Click the Click here link in the tooltip.
Note: If you are a Standard user, then you can request a CRM admin to change your username. 

 

There’s also an alternative way to change a user’s username: 

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Users.
  5. Click the user record whose username you want to change.
  6. Click the More icon on the top right corner of the user record. 
  7. Select the Change Username option.
  8. Enter the new username, password, and confirmed password. 
  9. Click Save.

A verification email is sent to the new email address in the Username field. The user must click the verification link in the email to verify the new username.
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