As an Admin user, you can change the username in two ways:
- Direct Modification from the User List
- 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:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings. The settings page opens.
- Look for the User Management section.
- Select Users. The Users page opens.
- Hover over the username of the user you want to change.
- Click the More icon.
- Select the Change Username option. The Change Username window opens.
- Enter or select the following information to change the username:
- User Name - Enter the new username.
- Password - Enter your current password to authorize the change.
- Confirm Password - Re-enter your current password to confirm.
- Click Save.
From the User Record
Follow these steps to change the username from the user record:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings. The settings page opens.
- Look for the User Management section.
- Select Users. The Users page opens.
- Open the user's record from the Users list.
- Click the More icon on the top right corner of the user record.
- Select the Change Username option. The Change Username window opens.
- Enter or select the following information to change the username:
- User Name - Enter the new username.
- Password - Enter your current password to authorize the change.
- Confirm Password - Re-enter your current password to confirm.
- 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.