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Editing User Name

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Loann McGee
Loann McGee ✭✭✭✭✭✭
edited 12/09/19 in Archived 2015 Posts

I'm trying to get all of my contacts organized and there is one in the User Management Group that is greyed out, thus it won't allow me to edit how their name appears (it's in all lower case - OCD!!!).

 

Help?
Loann

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  • Travis
    Travis Employee
    edited 05/15/15
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    Check their Status under Use Management. Does to say “Invited” or “Active”? If they are “Invited” you won’t be able to change their account name until they accept the invitation to join your team (and  become “Active”). 

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  • Loann McGee
    Loann McGee ✭✭✭✭✭✭
    edited 06/02/15
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    Travis,

    Just now getting to this - but yes, he had not yet accepted the invite, so I resent it and it's been accepted - and I was able to make the change.

    Thanks for accommodating this OCD user. ;-)

    Blessings,

    Loann

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  • Travis
    Travis Employee
    edited 06/02/15
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    Happy to help! Cool

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