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Cosafe Support Center


Updating existing users

This guide is intended for administrators who want to update information for existing users in the Admin panel.

  1. Log in to the Admin panel

  2. Navigate to the users tab

    • Click the "Users" tab to view the user list.
  3. Access import functionality

    • Click on the three dots to the right of the yellow "Add User" button.
    • Select "Import/Update Users" from the dropdown menu.
  4. Select target account

    • Choose the account or subaccount where the users are located.
  5. Assign users to groups (optional)

    • If desired, select a group to which the users will be assigned.
  6. Choose manual upload

    • Opt for manual data entry.
  7. Retrieve user data

    • Select the account from which you want to fetch existing user data.
  8. Update user information

    • Make the necessary changes directly in the provided fields.
  9. Proceed

    • Click "Next".
  10. Update

    • Click "Import/Update" to apply the changes.