SOP - Modifying a User in Wizmo

Modifying a user in Wizmo is done when you need to update the seat login but keep the users First and Last name the same. This can be completed at any time during the month with no additional charge to the client.  

To modify a user, follow the instructions below:

Step 1

Navigate to https://portal.wizmo.com/Portal/Dashboard and login using your credentials.

Step 2

Within the left hand menu, click on Orders.

Step 3

Click Modify User.

Step 4

Choose the Company you want to modify the user for and click Next.

Step 5

Select the User to Modify from the drop down. Fill out the user's First Name and Last Name and provide the new Requested Login and UserEmail. If this user is an Admin, check off AdminSet. Once all of the information is entered, press Next.

Step 6

Select the Requested Effective Date that the user should be modified. Click Next.

Step 7

Review the request and click Finish. The order will then be submitted to Wizmo. You will receive a confirmation Email when it is submitted and again once it is complete.