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How do I change a user’s username in Vtiger CRM?

Table of Contents
  As an Admin user, you can change the username in two ways:
  1. Direct Modification from the User List
  2. From the User Record
We will learn more about each method below

Direct Modification from the User List

Follow these steps to change the username from the user list:
  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings. The settings page opens. 
  4. Look for the User Management section.
  5. Select Users. The Users page opens.
  6. Hover over the username of the user you want to change.
  7. Click the More icon.
  8. Select the Change Username option. The Change Username window opens.
  9. Enter or select the following information to change the username:
    1. User Name - Enter the new username. 
    2. Password - Enter your current password to authorize the change.
    3. Confirm Password - Re-enter your current password to confirm.
  10. Click Save

From the User Record

Follow these steps to change the username from the user record:
  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings. The settings page opens. 
  4. Look for the User Management section.
  5. Select Users. The Users page opens.
  6. Open the user's record from the Users list.
  7. Click the More icon on the top right corner of the user record. 
  8. Select the Change Username option. The Change Username window opens.
  9. Enter or select the following information to change the username:
    1. User Name - Enter the new username. 
    2. Password - Enter your current password to authorize the change.
    3. Confirm Password - Re-enter your current password to confirm.
  10. Click Save.
Note: 
  • If you are a Standard user, you can request a CRM admin change your username. 
  • As an admin, you can’t change other admins' usernames.
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