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            Update Petly Plans User Information

            Modified on Wed, Oct 7 at 3:53 PM

            Helpdesk Knowledge Base · Petly Plans · Admin · User Management

            Update Petly Plans user information

            Updated 2026Applies to: Petly Plans · Administrators · User ManagementReading time: ~3 min

            Use this guide to update a staff member's display name, email, role, profile image, or password in the Petly Plans application.

            AdministratorWhen: Staff changeWhen: Staff forgot their password
            Things to know before you begin

            Username

            The username used to log into Petly Plans cannot be edited. All other profile fields can be updated.

            Password requirements

            • Cannot include the username
            • Must be 8 or more characters
            • Must include both upper and lower case letters
            • Must contain at least 1 number

            Profile image requirements

            • Max file size: 500 KB
            • Max dimensions: 1000 x 1000 px
            • Allowed file types: JPG, PNG, GIF

            Image cropping

            Petly Plans will automatically crop the center of the uploaded image and resize it as needed. No manual cropping is required.

            Steps
            A
            Navigate to the user's profile
            Log in and locate the user in the Admin panel
            1
            Log in as an Administrator
            2
            Navigate to Users
            Admin›Users
            3
            Click Edit

            Click Edit to the right of the user whose information should be updated.

            B
            Update user details
            All fields in this section are optional — update only what needs to change
            4
            Display Name Optional

            In the Display Name field, type a different name to display when this user is logged into Petly Plans.

            5
            Email Optional

            In the Email field, type the unique email address to associate with this user.

            6
            Display Tooltips Optional

            From the Display Tooltips drop-down, select Yes to show tooltips throughout the application for this user, or No to hide them.

            7
            Role Optional

            From the Role drop-down list, select a different security access level for this user:

            RoleAccess level
            AdminFull security access to all areas of the application.
            ManagerAccess to most areas of the application, including key reports.
            StaffMinimum security access to certain areas of the application.
            8
            User Image Optional

            In the User Image field, click Browse and follow the prompts to select an image for this user. See image requirements above.

            C
            Change the password (Optional)
            Only complete this section if the password needs to be updated
            9
            Click Change Password Optional

            Click Change Password to expand the password fields. Skip this section if no password change is needed.

            10
            Enter the new password

            In the New Password field, type the new password the user will use to log in. See password requirements above.

            11
            Confirm the new password

            In the Repeat New Password field, type the same password again.

            12
            Click Save

            Click Save to save the new password and return to the Edit User page.

            D
            Save all changes
            Finalize the updated user profile
            13
            Click Save

            Click Save on the Edit User page to save all changes to the user profile.

            Related resources
            Add a new user to the Petly Plans applicationLock a Petly Plans user accountPetly Plans user-level access summaryRemove a user from the Petly Plans applicationUpdate administrator email to receive Petly Plans notificationsUnlock a Petly Plans user account

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