How do I modify a user's information?

Edit a user's information

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

Step 1 – Log in to the online portal

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


Step 2 – Access user management

  1. Click on " 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 on the "Edit user" button located on the same line


  3. An editing window will open.

Step 4 – Edit user information

You can update the following items:

General Information

  • First name

  • Surname

  • Mobile phone number

  • SMS country code

  • Time zone

Security settings

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

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

These settings help to increase the level of security for exchanges and account access.

Step 5 – Change the user's role (if necessary)

You can also adjust the user's role type :

  • Standard user

  • Administrator

Notes
Make sure you always keep at least one active administrator on the account.

Save changes

Once the changes have been made, be sure to save so that the modifications are applied.

Need help?

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


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