Editing a User

This article details how to edit an existing user in Corpay Complete.

You must have one of the following roles to edit a user:

• admin_user
• application_admin
• po_admin (Legacy Corpay Complete Role)
• super_admin (Legacy Corpay Complete Role)
• system_admin
• universal_admin

1. Log in to Corpay Complete.
2. Click the Users module from the left-side navigation pane.

3. On the Users page, use the filter fields to find the user by Name, Email/Username, or Contact Id.

   Note: Click the Toggle Filter  icon to display the filter fields.

4. Click the Edit  icon to open the Edit User page.

5. Update the following information on the Edit User page:

   Note: This article will address each of the following fields but only update the fields that are relevant to you. Required fields are marked with a red asterisk.

   1. First Name: Key in the updated first name of the user. This field is required.
   2. Last Name: Key in the updated last name of the user. This field is required.
   3. Email: Key in a new email address for the user. This field is required and is used for logging in to Corpay Complete.

      Note: Organizations using a single sign-on (SSO) integration must have the Corpay Complete application added to their account. The user email in Corpay Complete must match the SSO integration account email.

   4. Phone: Key in the user’s phone number.
   5. Contact Title: Key in a new or updated contact title for the user.
   6. Employee Manager: Select the drop-down or begin typing to enter the employee’s manager.
   7. Amount Approval: This field specifies the maximum amount that a user is authorized to approve, subject to their role. Key in an approval amount.
   8. Business Unit: Select the drop-down or start typing to enter a business unit.
   9. Location: Select the drop-down or start typing to enter a location.
   10. Policy: Select the drop-down or start typing to enter a policy.
   11. Birthday: The Corpay Support Team uses this field for identity verification purposes. To update, key in the user’s birthday in a MM/DD format.
   12. Last 4 of SSN: The Corpay Support Team uses this field for identity verification. To update, key in the last four digits of the user’s social security number.

6. Click Submit.

7. The user profile will be updated, and you will be automatically returned to the User Details page.