Ascender®: Knowledge & Support
Ascender®: Knowledge & Support
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Update a User's Information via Edit User

Update a user’s information so that they have the correct access and are listed accurately in reports. This article covers how to update information for a single user via Edit User (without creating an upload file).

Some user information can only be updated via certain methods, review the list below to identify which method is needed for what you want to achieve.

  • Only possible via Edit User: Email Address, Methodology Access, Company-Wide Admin Permissions.

  • Only possible via Edit User or File Upload: Title, Name.

  • Possible via any method (Edit User, File Upload, or Actions): Reports To, Functional Area, Region, Custom Fields.

Updates can be made to multiple users at once when using the File Upload or Actions methods. The Edit User method only updates a single user at-a-time.

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Applies to: Plus plans | Access Needed: Manage Users admin permissions

Learn More: Ascender® Plans & Permissions

Instructions

Update a User’s Information via Edit User

via image-20250916-135542.png Profile and Account Settings > Team Management > My Team

  1. In the user table, find the user(s) you need to update.

  2. Select the user’s Name.

  3. Edit the user’s fields as needed.

    1. Personal Information

      1. If the user is in Waiting status (has not validated their email yet), then you can edit their email here. If they’re in Active or Deactivated status (meaning they’ve validated their email), then you’ll need to contact support to request an email change.

    2. Role & Attributes

      1. Functional Area is required.

    3. Access & Permissions

      1. We recommend only adding a methodology license if the user has already attended manager coaching or training for that methodology. For upcoming manager coaching or training participants, they’ll be automatically granted the license when you assign them the pre-work.

      2. A lock icon next to the methodology indicates that it has already been consumed by the user and cannot be removed.

      3. If you need grant Authorized Purchaser permission to a user, contact support with your request (this permission grants access to purchasing so we need to verify this request prior to granting it).

      4. See: Manage Methodology Access | Ascender® Plans & Permissions

  4. Select Save.

The user’s updated information should now display in the table.