How can I edit a user’s information?

Edit a user’s information

The Secure Exchanges portal allows account administrators to edit the information and security settings of an existing user.

Step 1 – Log in to the online portal

Log in to your account via the Secure Exchanges online portal.

Step 2 – Access user management

  1. Click “Options” in the menu.
  2. Select “User Management”.

The list of users associated with your account will be displayed.

Step 3 – Edit a user

  1. Locate the user whose information you want to modify.
  2. Click the “Edit user” button on the same row.


  3. An edit window will open.

Step 4 – Edit user information

You can update the following elements:

General information

  • First name

  • Last name

  • Mobile phone number

  • SMS country code

  • Time zone

Security settings

  • Enable protected replies via SMS code or Microsoft authentication
    (Option available only if the user has a Pro license)

  • Enable two-factor authentication (2FA) when logging in to the online portal

These settings help increase the security level of both communications and account access.

Step 5 – Change the user role (if needed)

You can also adjust the user’s role:

  • Standard user

  • Administrator

Info
Make sure to always keep at least one active administrator on the account.

Save changes

Once all changes have been made, be sure to save so the updates are applied.

Need help?

If you have questions or encounter any issues, contact our support team at: support@secure-exchanges.com

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