Edit a user to change one or more of the properties listed under Administration: Users > User Properties. This includes the user's identification, user group, and other details.
Note: To edit an inactive user, you must first reactivate it. To do this, do the following on the User Administration page:
1. Select Show Inactive Users and/or Groups in the lower right. (If this check box does not appear, the current site has no inactive users or user groups.)
2. Find the desired user and click its {Activate} link.
The user is now active. While editing the user using the procedure below, you can set the user inactive again, if necessary.
To edit a user:
Starting at the User Administration page (How do I get there?), do the following:
1. If you see a Current Site menu above the user group list, select the site whose user you want to edit. (If you do not see this menu, you can edit users at your own site only.)
2. Click the expand (
) icon of the user group whose user you want to edit.
The users in the user group are displayed.
3. Find the user you want to edit and click its edit (
) icon.
The user's properties are displayed.
4. Edit the user's properties as desired. (For details on each property, see Administration: Users > User Properties.) The following property-editing tools are specific to this display:
● Use Contact Name: Use this check box to change whether the user is linked to a contact:
● To link the user to a contact: Select Use Contact Name. Then click the Show Contacts button to open the list of available Contact and Employee contacts. Click the name of the desired contact.
● To remove the user's link to a contact: Clear Use Contact Name. Then enter a Full Name and Description for the user.
● Global Access / Multi-Site Access: Available for Global and Multi-Site users only. (See Administration: Users > User Types.) Using this tool, you can do any of the following:
● To change a Multi-Site user into a Global user: Select Global Access.
● To change a Global user into a Multi-Site user: Select Multi-Site Access.
● To change the sites where a Multi-Site user can login: To enable the user to login at more sites, select the desired sites in the All Sites list and click Add >>. To revoke the user's ability to login at certain sites, select those sites in the Sites this user can access list and click << Remove.
● Change Password: To change the user's password, select this check box. Then enter the new password in both the Password and Confirm Password fields.
● Set Inactive: Click to set the user inactive. This suspends the user's ability to login until the account is reactivated.
5. Click Save in the lower right.
Your changes to the user are saved. You are returned to the User Administration page.
