Editing users

How to make changes to existing users

Written by Smart Pension Support
Updated over a week ago

1. To edit an existing user's details head to the Home page and then click the Users option, pictured below.

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.

4. This will bring you to a form containing the user's current details which can then be edited.

5. Once finished, click the Save button at the bottom of the form and the new changes will be saved.

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