> For the complete documentation index, see [llms.txt](https://codemash.gitbook.io/codemash/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://codemash.gitbook.io/codemash/cloud/membership/users/edit.md). # Edit a user Edit a user — change the profile, set roles, change marketing preferences and see the logins. **Where:** Membership → Users → click a name · `/projects//membership/users//edit` ## Before you start * The user exists — see [Add a user](/codemash/cloud/membership/users/new.md). * You need the `membership:update` permission on users. ## Steps 1. In **Users**, click the name, for example `ghopper`. The user opens with two ids at the top: **Contact id — this person** (`ct_5NLscr55MQTYmGk072vwnw`) and one **Login id** per login (`usr_6UMSWzqF7e28l72daFjBaa`). Use the login id where a login is asked for, for example the Admin Portal service user. Below are four tabs; the open tab is kept in the address (`#roles`, `#marketing-preferences`, `#identification`).

User ghopper with Contact id ct_5NLscr55MQTYmGk072vwnw, Login id usr_6UMSWzqF7e28l72daFjBaa, the tabs User, Roles, Marketing preferences, Identification and the Personal Information block — The user, **User** tab.

2. On the **User** tab, change the profile and press **Save**: | Field | Required | What it does | Example | | ---------------------------------------------------------------------- | -------- | ---------------------------------------------- | --------------------------- | | First Name, Last Name | no | Name parts. | `Grace`, `Hopper` | | Full Name | no | The full form of the name. | `Rear Admiral Grace Hopper` | | Display Name | no | The name in the users list and the page title. | `Grace Hopper` | | Birth Date, Gender | no | Profile fields. | — | | Company | no | The company of the person. | `Acme Labs` | | Phone | no | A phone on the profile. | — | | Country, Address, Address 2, City, State / Province, ZIP / Postal code | no | The address. | — |

User tab filled: First Name Grace, Last Name Hopper, Full Name Rear Admiral Grace Hopper, Display Name Grace Hopper, Company Acme Labs — The profile, changed.

3. On the **Roles** tab, tick the roles and press **Save roles**. **Reset** brings back the saved choice. The roles are stored on the person and copied to every login. When the project has AI plans, the tab also has **AI plan** with **Save AI plan**.

Roles tab of Ada Lovelace with Managed only ticked, support-agent and content-editor not ticked, Reset and Save roles — The **Roles** tab.

4. On the **Marketing preferences** tab, choose what the person receives. The **Marketing** and **Transactional** tabs list your topics, grouped as in [Settings → Communication](/codemash/cloud/membership/settings/communication.md); each topic has one switch per delivery channel it offers (Email, Push, SMS). A switch saves at once.

5. The **Identification** tab lists the logins with their type and status. **Map an existing login** attaches a login to this person by its id (`usr_…`) — only for a login that was not linked on its own.

Identification tab: one login ada.lovelace@example.com, type Email, status Registered, and Map an existing login with an input and the Map button — The **Identification** tab.

{% hint style="warning" %} Today **Save roles** fails: the toast says *CM-ERRORS-INFRA-NORBIX-001: A temporary internal error occurred* and the roles are not saved. The same call fails from code (`setContactRoles`). Until it is fixed, set the roles on the login with `assignRolePermissions` (below), or pick them when you [add the user](/codemash/cloud/membership/users/new.md); the **Roles** tab does not show roles set that way. {% endhint %}

Roles tab after Save roles: an error toast CM-ERRORS-INFRA-NORBIX-001 A temporary internal error occurred — The error after **Save roles**.

{% hint style="warning" %} The switches on **Marketing preferences** are always drawn in the off position, and the tab does not reload after a click. The click is saved: after switching **Promotions → Email**, the user's preferences hold `Email: blockedTags Marketing: ["promotions"]`. Reload the page to work from the saved state. {% endhint %}

Marketing preferences after a click on Promotions Email: the switches look the same as before — After a click: the saved change is not drawn.

## Result After **Save** on the **User** tab, the title shows the new display name and the users list shows it too.

The saved profile.

A change of the user runs the **When updated** trigger — see [Triggers](/codemash/cloud/membership/triggers.md). ## Change or remove it later * **Delete** — the **Delete** button at the top: [Delete a user](/codemash/cloud/membership/users/delete.md). * **Block, unblock, verify a login** — the user screen has no buttons for this. Use `blockUser` / `unblockUser` from code ([Block User](/codemash/api-reference/membership/users/block-user.md), [Unblock User](/codemash/api-reference/membership/users/unblock-user.md)). ## Do it from code ```ts await norbix.hub.membership.updateContact({ contactId, ContactId: contactId, // the id again in the body, see the hint below displayName: 'Dorothy Vaughan', company: 'Acme Labs', }); const { item } = await norbix.hub.membership.getContact({ contactId }); console.log(item.displayName, item.company, item.auths.map((a) => a.id)); ``` ```sh norbix raw -X PATCH /v2/membership/users/ct_3UQJuVSkkKg4ieb5fsAk5S -b '{"contactId":"ct_3UQJuVSkkKg4ieb5fsAk5S","company":"Acme Labs"}' ``` {% hint style="info" %} The update request needs the user id in the body as well as in the address; the SDK and the CLI send it only in the address and get *missing required properties including: 'contactId'*. That is why the snippet repeats it as `ContactId` and the CLI line uses `norbix raw`. {% endhint %} Roles on a login (works today — pass role **names**, not role ids; an id is accepted but nothing is stored): `await norbix.api.membership.assignRolePermissions({ id: 'usr_54bPhijPmABCWtGf30TeZ1', roles: ['Editor'] })`. The client setup is on the [Membership page](/codemash/cloud/membership.md#use-it-from-code). API: [Update Contact](/codemash/api-reference/membership/users/update-contact.md) · [Get Contact](/codemash/api-reference/membership/users/get-contact.md) · [Assign Role Permissions](/codemash/api-reference/membership/users/assign-role-permissions.md) · [Set Contact Roles](/codemash/api-reference/membership/users/set-contact-roles.md) · [Set Contact Tag Subscription](/codemash/api-reference/membership/users/set-contact-tag-subscription.md) · [Map Auth To User](/codemash/api-reference/membership/users/map-auth-to-user.md)