To view or update basic information such as First Name, Last Name, Groups, Country etc. about a particular User. User Role can also be changed for a User. To change the User Role, read How to Change a User Role.


To learn about Users, see Understanding Users & Groups.


Steps

Only Administrators and Managers can edit a user from Users & Groups. 


Edit a User


1. From the Portal's Homepage:

i. Click on the navigation menu on the top left of your screen.

ii. Expand the Admin tab.

iii Click on Users & Groups and you'll be directed to the Users & Group page.




2. From Groups section on the left-hand side of the screen:

i. Click on the Filter icon.

ii. Enter a group name or part of the group name to Search.

iii. Select a portal from the drop-down or filter using the All Portals option.

iv.  Group in which a user needs to be edit will appear.




    v. Form Members section on the right-hand side of the screen, enter a username or part of the domain to Search. 

    vi. Click on the overflow menu.

    vii. Select Edit User to proceed.




3.  You'll be directed to the User Profile  screen:

    i. Click on the "Picture" icon to upload/update the picture. 

    ii. Edit First Name.

    iii. Edit Last Name.

    iv.  Change Default Language.

    v. Add or remove Groups.

    vi. Change Country.

    vii. Change State. 

    viii. Change City.

    ix. Change Role from Assigned Role.

    x. Click on the Update Profile button to proceed.



A notification will be displayed briefly stating: User information has been updated successfully.


Roles And Permissions

  • Only Administrators and Managers can edit a user from Users & Groups.