Edit a user's profile and custom fields

Edit User holds your firm's record of someone in your hubHub Your law firm's own client portal, with its branding, its team and all of its cases in one place.. Correct it here when your records need it. Their sign-in details and their own profile are theirs to change.

1. 1

   Open Edit User

   In Users, choose the pencil icon, Edit User, on their row. An Admin's record opens read-only.

2. 2

   Update their profile

   On Profile, change their name, Date of Birth, Gender, Company Name, Company Title or address, and choose Save.

   Email, Phone number, Language and Timezone can't be changed here. Only the person changes them, on their own profile. See Change your sign-in email or phone number. People you add start with your language and time zone.

3. 3

   Fill in custom fields

   On Custom Fields, fill in your firm's own fields for them, and choose Save. Fields marked as required must be filled in. To add fields, see Add custom fields to user profiles.

4. 4

   Add a reference ID

   If you like, open Settings, type your own ID for them, such as a client number, in Reference ID, and choose Save. It must be unique in your hub and can't be changed once saved. Search users... finds them by it.

Each tab saves on its own, so choose Save before you move to the next.

What happens next

• Your changes update your firm's record only. The person's own profile, which their emails and texts use, doesn't change. If their name is wrong there, ask them to correct it on their profile.
• When they next change their name, language or time zone on their own profile, their change replaces your record of it the next time they open your hub. The same goes for the other details your hub receives through its Signup Fields.
• A new email address or phone number they verify reaches your record the next time they open your hub.