Editing a User
Updated
by
Cheryl Wallace
Edit a user account to change the name used to log in, make the user account active or inactive, change their role or password, modify contact information or language, set an expiry date, or other information.
- Look up the record to edit under Utilities > Users.
- Select the User to change and make the required changes.
- To prevent a user from logging in, remove the Active flag. To allow an inactive user to log in, add the Active flag.
- To change the user's access, change the role. You might need to modify or create a new role.
- To prevent a user from being able to log in to the browser and reduce the number of active licensed users, set the Mobile Only flag.
- To set a future date when the user will automatically be set to inactive and no longer be able to log into the application, enter an Expiry Date. To enable the login for this user once the Expiry Date has passed, remove the Expiry Date and set the Active flag.
- Click
to save the changes.
Users cannot be deleted if they have any associated history. Users who will not longer be logging in should be made inactive by removing the Active flag. Check the Licence Information page for the number of total available named active users.
To edit an admin or "Super" user, you must be logged in as an admin or Super user. If you are logged in as an admin user, the Visibility for the user record will be blank but the Role will show Super. If you are logged in as a standard user, both the Visibility and the Role will be blank.
See also:
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