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| Manage Users/Contacts Page |
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Refer to the Add New User/Contact section for a description of the fields on the Invite/Edit User page.
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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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Authorized Lookup Security
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This depends on the status of the invitation.
If the user's invitation status is Invitation Created or Invitation Launched, you can change any of the user's information: personal information, roles, and/or security.
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| Invitation Status | What can be modified |
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Invitation Created 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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