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The Invite/Edit User page is made up of 4 sections: Personal Information, Roles, Row Level Security and Authorized Lookup Security. This information is also discussed in the Add New User/Contact documentation.
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Personal Information
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To add, delete or change roles for a user, click on Add or Delete. Use the drop down to change an existing Role to a new Role without adding or deleting Roles.
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| Field | Behavior |
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| Add | - Adds a new row and allows you to assign a separate role for the user
- If a user has more than one role assigned they will have to choose which role they want to start with at sign on and can switch to the other role at anytime in they need to perform an action with the other role
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| Delete | - Deletes that role
- A user must have at least one Role assigned in order to save any changes
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| Roles | - Use the drop down to choose a Role
- If the user is simply changing Roles, use the dropdown to pick the new Role for this user
- i.e. Change the user from a Process Administrator to a System Administrator
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| Security Group Look Up for Business Unit |
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Authorized Lookup Security
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| Invitation Status | What can be modified |
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Invitation Created Invitation Launched | - All fields including the personal information. roles and/or security are ediatble by the System administrator
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| Invitation Status | What can be modified |
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Invitation In Progress Invitation Completed | - Email and Phone Number fields are read only
- Email and Phone Number fields can be maintained by the user on the My Profile page
- Email and Phone Numbers require verification and only the user can verify
- All other fields are editable
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