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| Manage Users/Contacts Page |
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What information is available
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on the Invite/Edit User page?
The Invite/Edit User page is made up of 4 sections: Personal Information, Roles, Row Level Security and Authorized Lookup Security. For more details on these sections, please click here.
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| Invitation Status | What can be modified |
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Invitation In Progress Invitation Completed |
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| Invitation In Progress |
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| Invitation Completed |
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When the First Name, Last Name and roles are modified and saved on this page, this will reflect in the Manage Users/Contacts for that user.
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Below is an example where the users themselves can update have updated their personal information through My Profile page . Any changes made by the user to their personal information will automatically reflect in the and the changes are reflected in Manage Users/Contacts setup.
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The user will receive the following email notification with once the changes made to their personal detailsare made and saved on the My Profile page.
In this example, the name, email and phone number are updated through My profile page by the user.
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The changes made to the user's personal information will reflect in Manage Users/Contacts page as shown below. Clicking By clicking on the user name will open the Invite/Edit User page with user details, the other details of the user can be viewed.
| Manage Users/Contacts |
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| Invite/Edit User |
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