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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 |
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| Delete |
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| Roles |
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| Security Group Look Up for Business Unit |
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| Example: Security look up for Department |
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| Security Groups defined for Department attribute |
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Authorized Lookup Security
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| Role Type | Effect of Security Lookup Fields |
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System Administrator Process Administrator Content Administrator |
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HR Specialist Recruiter |
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What information can a System Administrator change?
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| Invitation Status | What can be modified |
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Invitation Created Invitation Launched |
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| Invitation Created |
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| Invitation Launched |
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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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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.
Example: User information before edit
| Invite/Edit User |
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| Manage Users/Contacts |
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User information after edit:
| Invite/Edit User |
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| Manage Users/Contacts |
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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.
| Personal Information modified & saved by the user in My Profile |
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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:
| Manage Users/Contacts |
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| Invite/Edit User |
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