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Why does a System Administrator need to modify an existing User/Contact?

The System Administrator needs to modify Users when their personal information, roles, or security/access has changed. 

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The System Administrator uses the Manage Users/Contacts page to access the User's information.  Click the user name link to make changes to the selected user's information.

Manage Users/Contacts Page



Refer to the Add New User/Contact section for a description of the fields on the Invite/Edit User page.

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*Note: A detailed list of each User Type can be found here.

You can assign as many roles to the user as you want for each product.

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FieldBehavior
Company (Required)
  • Enter or Search for Full Company ID Number
  • Used to define the Company in which the User will be able to interact
Business Unit (Required)
  • Enter or Search for Full Business Unit ID
  • Used to define the Business Unit in which the User will be able to interact
Department (Required)
  • Enter or Search for Full Department ID
  • Used to define the Department in which the User will be able to interact
Location (Required)
  • Enter or Search for Full Location ID
  • Used to define the Location in which the User will be able to interact


In the lookup any Security Group that has been defined for the corresponding attribute can be specified.  This allows the System Administrator to define the scope of the new user to be as wide or as narrow as required.

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Role TypeEffect of Security Lookup Fields

System Administrator

Process Administrator

Content Administrator

HR Specialist

Recruiter





What information can a System Administrator change?

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Invitation StatusWhat can be modified

Invitation In Progress

Invitation Completed

  • Email and Phone Number fields are read only
  • Email and Phone Number fields can be modified 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 by the System Administrator

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The personal information can also be modified by the user through My Profile page. The changes made by the user to their personal information automatically reflect in this setup.

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The user will receive the following email notification with the changes made to their account details.


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The changes reflect in Manage Users/Contacts page as below:

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