RB User Guide > Setup > Users and Groups > Users > Creating user accounts

Entering & updating personal user information

Enter/update a user’s personal contact info and date of birth.

1. If not already in the user account you want to update, click Setup > Users and Groups, then click the hyperlinked name of the user you want to update, and click Edit in the View User window.
2. In the Edit User window, scroll or jump to the Personal Info pane. Enter text in fields or select options:

   • Home Address

     User’s street address only

   • City/State/Country/Zip

     Do not enter the user’s city, state or country. Instead, enter the user’s postal code (zip code) in Zip, then click . RB9 will automatically populate the other address fields.

   • Birth Date

     User’s date of birth

   • Home Phone

     User’s landline number

   • Mobile Phone

     User’s cellphone number

   • Mobile Vendor

     Select the wireless carrier for the user’s cellphone from the drop-down.

3. In the Edit User window, click Save.

Reference

• Lookup panel
• Date Navigator

Step-by-step instructions

• Managing groups