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Why does a System Administrator need to modify an existing User/Contact?
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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 setup for that user.
Example: User information before edit
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| Invite/Edit User |
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| Manage Users/Contacts |
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AboveSo far, we have seen the examples of System Administrators updating the user information through Manage Users/Contacts page.
Below is an example where the users themselves can update their In addition to this, users also have the ability to updated their own personal information through My Profile page. Any changes made In this example, the highlighted information is updated by the user to their personal information will automatically reflect in the Manage Users/Contacts setupthrough their My Profile.
| Personal Information modified & saved by the user in My Profile |
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The user will receive the following email notification with once the changes made to their personal detailsare made and saved.
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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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How to add Authorized Representative role to an existing system user?
Users with only Authorized Representative role cannot be invited through Manage Users/Contacts. For more details, please click here.
However, if the user is an existing system user, the Authorized Representative role can be added to their profile as shown below:
Click the user name link to make changes to the selected user's information.
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Click on "Add" to add a new role to the user for Onboarding/I-9 Process.
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In the dropdown, select "Authorized Representative" role and save.
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The user will now have Authorized Representative added to their existing roles.
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