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How to change a user's username or email address

Last Updated: Oct 20, 2016 11:58AM EDT
The DNA Behavior Platform has two fields that contain an email address for user records: 
  1. Email send to- email address by which all system emails will be sent.
  2. Username- username (in the form of an email address that is used for the purposes of logging into the system.
Note: If you are logged in with an account that has group administrator access, you have the ability to change any user's username except your own. If you wish to change your own email address, make a request to support@dnabehavior.com for this task. 

To change the email send to field for a client, first visit their client detail page and select the Quick link "Edit Client", change the email address and select Save. 

To change the username of a client, first visit their client detail page and select the drop down box labeled "Additional Client Record Information". Once this box cascades down, you will see the current username for the client. Positioned to the right of the username is a Change button. Select the Change button and insert the desired username. The username field is required to be unique for each individual record. 

See the example below for Chris Coddington. Chris would log in using the username: Chris.Coddington@dnabehavior.com and all of his system emails would be sent by default to inquiries@dnabehavior.com. 






 

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