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Cosafe Support Center


Updating existing users

  1. Log in to the Admin panel

  2. Navigate to the users tab

    • Click on the "Users" tab to view the user list.
  3. Access import functionality

    • Click on the three dots to the right of the yellow "Add User" button.
    • Select "Import/Update Users" from the dropdown menu.
  4. Select target account

    • Choose the account or subaccount where the users are located.
  5. Assign users to groups (optional)

    • If desired, select a group to which the users will be assigned.
  6. Choose manual upload

    • Opt for manual data entry.
  7. Retrieve user data

    • Select the account from which you want to fetch existing user data.
  8. Update user information

    • Make the necessary changes directly in the provided fields.
  9. Proceed

    • Click "Next".
  10. Update

    • Click "Import/Update" to apply the changes.