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

The System Administrator may need to modify user/contact details when their personal information, roles, or security/access has changed. 

How does a System Administrator access the User's information?

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.

What information is available in 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.

What information can a System Administrator change?

This depends on the status of the invitation.

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

User information after edit:

Above, 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 personal information through My Profile page. Any changes made by the user to their personal information will automatically reflect in the Manage Users/Contacts setup.

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

The changes made to the user's personal information will reflect in Manage Users/Contacts page as shown below. Clicking on the user name will open the Invite/Edit User page with user details.