How do I change the email address of a user in CustomBooks™?

How do I change the email address of a user?

Updating User Email Address

For audit and security reasons, CustomBooks™ does not allow the direct modification of a user’s email address once it has been saved. This policy ensures the integrity and traceability of all transactions and activities within the system. By deactivating the user ID, the activity of the user can still be accessed after the change.

You'll need to create a new user with the new or updated email address and then deactivate the old user.

Step-by-Step Guide to Create and Deactivate a User ID

Creating a New User ID

  1. Login to your account as an administrator.
  2. Navigate to Admin Panel > Security Settings.
  3. From the Users tab, click the Add dropdown button > New.
  4. Enter the user information, the new/updated user email address, and then Save.
  5. The new user will receive an email containing a link to verify their email address and set up their password. 


Deactivating an Old User ID

  1. Login to your account as an administrator.
  2. Navigate to Admin Panel > Security Settings.
  3. From the Users tab, select and open (double-left click) the User that you want to deactivate.
  4. Check the Deactivate User checkbox and then click Save.

While the process to update an email address involves creating a new user ID, it is a straightforward procedure that maintains the security and auditability of our system. Should you require assistance during this process, please reach out to our Support team for help.

Visit this knowledge base article to know more about managing users in CustomBooks™.