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InfoFlo CRM Knowledge Base

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How do I edit an InfoFlo user?

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    1. Click 'Start' -> click 'Carmel Vision' -> click 'InfoFlo' -> click 'Configure InfoFlo Server'

****(If you are running Windows 8 and up just do a search for 'Activation' to find the activation wizard)

 

  • Click 'Yes' if prompted 'Do you want to allow the following program to make changes to this computer?'.

 

 

  • Click 'User List' to view a list of existing users in InfoFlo.

 

 

  • Here in this example we will edit the user Larry Posner.

 

 

  • Click the pencil button next to the name of the user to edit the user.

 

 

  • Click ‘Save’ to save the changes. Here you can also change the password and the email address of the user.
  • Note that under 'Update InfoFlo User' it will now say 'Update Successful' in red

 

 

 

 

  • To verify that the new user has been added, click 'User List'.

 

 

  • Here you can verify that the list of users is correct and that the user has been edited.

 

 

  • The changes have already been saved. To close the 'InfoFlo Configuration' window, click the red close button at the top right of the window.

 

 

  • The existing InfoFlo user has been edited successfully!