Edit a User's Name

  • Updated on Mar 24, 2025
  • Published on Mar 24, 2025
  • 1 minute(s) read
  • Margaret Lever
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Updating or correcting a user's name in the User Module:

  1. Open the User Module.
  2. Navigate to General > Contact > Summary tab.
  3. Use the search 🔍 to find the person whose name you need to edit.
  4. Click the Change User Name button.
  5. Confirm by selecting OK.

Screenshot 2025-03-24 at 9.53.44 AM.png

Name fix Complete

Any edits made to a user's name in the User Module will automatically update across all other TradeSchool modules. When you navigate to another module, the corrected name will appear consistently throughout the system.