How to edit or update user details?

This guide walks Admin and Manager users through how to edit or update user information in OP — including name, email, permissions, and team settings.

Step 1: Access the User Management Page

• Log in to your Outperform account (Web version).
• Click on the User tab from the left-hand menu.
• Click the pencil icon ✏️ next to the user you wish to edit.

Step 2: Change Profile Photo

• Click the profile image area to upload a new picture.
• Recommended format: JPEG
• Recommended size: 300px × 300px

Step 3: Change Name

• Enter the user’s new display name in the name field.

Step 4: Change Email

• Enter a new email address.

⚠️ Note: OP does not allow multiple accounts with the same email address.

Step 5: Change Contact Number

• Enter the new contact number (without leading “6” and without spaces).

⚠️ Call Tracking users: Please contact Support to update this number.

Step 6: Change User Role

• Choose the appropriate role from the dropdown:
  • Admin
  • Sales Rep

⚠️ To assign the Manager role, please contact OP Support.

Step 7: Set Read & Write Permissions

Select one of the following options:

• Read, Write & Delete – User can view, edit, and delete notes & activities.
• Read & Write – User can view and edit, but not delete.
• Read – User can only view notes & activities.

Step 8: Set Login Permission

• Active – User can log in to OP on both Web and App.
• Inactive – Login access will be disabled.

Step 9: Toggle Web Lead Reception

• Active – User will receive inbound leads from web forms or social media.
• Inactive – User will not receive inbound leads.

Step 10: Assign to Team(s) for Lead Routing

• Check the box for the team(s) you want to assign this user to.
• Click Update to save changes.

Pro Tips

• Always double-check email and permission settings before updating.
• Use Inactive status to temporarily restrict access without deleting the user.
• Assign users to relevant teams to ensure proper lead distribution and tracking.