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From time to time, you may need to make changes to user information. For example, perhaps one of your users has moved home and you need to update their delivery address or they have taken on a new role and you need to edit their reporting line. With Soldo, you can do this securely through the web app.
For some changes, we'll ask you to confirm your identity using Strong Customer Authentication before you can apply the updates.
Viewing and editing user information
To view or edit a user’s details:
- Log in to the web app.
- From the left-side menu, select Users.
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Select the user from the list.
- Select the Information tab.
You’ll find the following sections:
- User information
- Email address
- Mobile number
- Delivery address
- Device access
- Payment details
- Out of office
User information
This section displays key user details such as:
- First name, Middle name, Surname
- Job title
- Reporting line
- Employee ID
- Notes
How to edit user information
- From the User information section, select Edit information.
- Update the necessary details.
- Select Confirm to save changes.
Who can edit?
- Super admins and Admins: Can edit Job title, Reporting line, Employee ID, and Notes.
- Employees: Can edit their own job title, Employee ID, and notes, but not their reporting line.
Email address
This section displays the user's current email address.
How to change an email address
- From the Email address section, select Edit email.
- Enter the new email address.
- Select Confirm.
You'll need to complete Strong Customer Authentication (SCA) to save the changes.
Mobile Number
For security, mobile numbers are masked, so you'll only see the country code and the last 3 digits. If you need to view the full mobile number, follow the steps below.
How to view a mobile number
- From the Mobile number section, select View.
You'll need to complete Strong Customer Authentication (SCA).
- The mobile number will be displayed on-screen for a limited time.
How to change a mobile number
If you need to make changes to a mobile number, contact businesssupport@soldo.com.
Delivery address
You can add or edit a delivery address for a user.
How to add an address
- From the Delivery address section, select Add address.
- In the dropdown, select the country and enter the address details.
Tip: UK users can enter the address manually or search for an address by entering a postcode and selecting Find address.
- Select Save address.
How to edit an address
- From the Delivery address section, select Edit address.
- Update the necessary fields.
- Select Save address.
Device access
In the Device access section, you can manage a user's access to the Soldo web app and mobile app. You can also reset their credentials for the web and mobile app, and we'll send them an email with new temporary credentials.
We'll ask you to complete Strong Customer Authentication (SCA) to edit device access or reset credentials.
- For a complete guide on managing access to web and mobile apps: How to manage web and mobile app access
- For instructions on resetting credentials: Reset mobile app passcode
Payment details
From the Payment Details section, Super admins and Admins can add a user's payment details for reimbursements or match them with an existing payee.
How to add payment details
- From the Payment details section, select Add or match payment details.
- Select Add payment details or Choose existing payment details.
We'll ask you to complete Strong Customer Authentication when adding a new payee or matching an employee to an existing payee.
- To find out more about adding payees: Add a new payee.
Out of office status
If you've activated the Out of office feature, you'll be able to view and manage a user's out of office status from this section.
- For instructions on setting the out of office status: Set the out-of-office status for another user.
- If you want to know how to activate out of office: How to activate Out of Office.
Note: The availability of some features, such as editing reporting lines or adding payment details, may depend on your Soldo plan.