How to edit user information (Date of Birth, Phone Number, Reporting Manager)

Admin users can edit the date of birth, phone number, and reporting manager of any user. Here's how you can do it in just a few easy steps:

1. Log on to https://app.visionarycorporatecard.com

2. Navigate to the Users page on the side menu.

3. Click on the tile of the user whose details you want to change to open the user overview page.

4. Click the Actions button located at the top right corner of the user overview page. Choose Edit User.

5. Click Optional Details.

6. Update the user's date of birth and phone number.

7. Click on the drop-down menu under Reporting Manager. From the list of available names, select the reporting manager that you wish to assign to the user.

8. Save the changes by clicking the Save button.