Admin users can edit a user's date of birth, phone number, and reporting manager. Here's how you can do it in just a few easy steps:
- Log in to https://app.cmlcard.investarbank.com.
Navigate to the Users page on the left-hand side menu.
Click the user tile whose details you want to change to open the user overview page.
Click the Actions button in the top-right corner of the user overview page. Choose Edit User.
Under Optional Details, update the user's date of birth and phone number. 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.
Save the changes by clicking the Save button at the top-right side of the screen,