Quick Edit

To quickly edit a user:

  1. Click the Quick Edit icon (lightning bolt) for the user you want to edit.

    The Quick Edit pane expands for that user.

  1. You may edit any of the following information in the appropriate field(s):
  • First name
  • Last name
  • Email address
  • Phone
  • Password. If you change the user’s password, then you will need to reenter that password in the Confirm Password field. A password must contain at least eight characters and include at least one uppercase (capital) letter, one lowercase letter, and one digit. Special characters (such as !, @, #, etc.) are allowed.
  1. Click the Update button to save your changes.


Support.com Cloud will do the following:

  • Update the user.
  • Close the Quick Edit pane and return you to the Users screen.



Full Edit

To perform a full edit for a user:

  1. Click the Edit icon (pencil) for the user you want to edit.

    The User Details screen appears for that user with their current information populated in the appropriate field(s).

  1. Edit some or all of the following information in the appropriate fields, as needed:
  • Email address (required)
  • First name (required)
  • Last name (required)
  • Phone number (optional)
  1. If needed, enter a new password for the user in the Password field (required). A password must contain at least eight characters and include at least one uppercase (capital) letter, one lowercase letter, and one digit. Special characters (such as !, @, #, etc.) are allowed.
  1. If you changed the user’s password, then you must reenter the password in the Confirm Password field (required).
  1. If needed, assign at least one Role to the new user by selecting the Roles tab and then clicking the Add Role icon (plus sign) next to each role that you want to add. The available roles are:
  • Administrator: Allows the user to perform administrative tasks. Selecting this role also grants Agent privileges to that user, which you can remove if needed.
  • Agent: Allows the user to use Paths to provide direct support to consumers.
  • Analytics: Allows the user to access the Analytics section of Support.com Cloud.
  • Path Designer: Allows the user to create, edit, and remove paths.

    Added roles appear in the Assignments section of the User Details screen. If you added a role by mistake, click the Remove Role icon (minus sign) for the role(s) you wish to remove. Please see Roles for more information about Support.com Cloud roles.
  1. If you want to edit the user’s team assignment(s), then select the Teams tab and click the Add Team icon (plus sign) for each Team to which you want to assign the user. Added Teams appear in the Assignments section of the User Details screen. If you added a Team by mistake, click the Remove Team icon (minus sign) for the Team(s) you want to remove.
  1. Review the updated information you entered for the user, and then click the green Save button.


Support.com Cloud will do the following:

  • Update the information for that user.
  • Close the User Details screen and return you to the Users screen.