Edit User

The Edit User function enables you to:

• Amend User Details
• Inactivate User
• Set/remove Administration rights
• Change  Organisation
• Update Licences

To select a user:

1. From the main Dashboard select Administration.
   
2. Select Users from the menu, followed by Users from the sub menu.

   

   Users list displays.
3. Select the User you want to edit, optionally, use the Search bar to refine the list.

   

4. From the toolbar select the Edit User.

   

5. Update User details as required:

   

   • Title (Mandatory)
     Choose from the drop-down list:
     Ms, Miss, Mrs, Mr, Dr or Prof.
   • Name (Mandatory)
   • Surname (Mandatory)
   • Email Address (Mandatory)
     This must be a unique email address, it is also used for Two Factor Authentication.
   • Job Title
   • Authentication Type (Mandatory)
     Choose from Normal authentication or Two Factor authentication - email (recommended).

   Select Save to update.

6. To Inactivate a user, clear the Enabled checkbox.

   

7. To change Organisation settings:
   In the Organisation Details section, select the appropriate Organisation from the drop-down list.

   

8. Update User Licenses:

   To manage the licences allocated to a user account:

   1. Scroll to the Organisation section.
   2. In the Licenses section select Assign to allocate available product licenses.

      

   3. Alternatively, clear the Assign checkbox to revoke a License.
   Note - Revoked licences can be reallocated to other users.
9. To set the user as an Administrator, select the Role from the drop-down list.

   

   Alternatively, clear the checkbox to remove the Role.

10. Select Save to update.
11. Select X to close the pop-up.