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.
| Manage Users/Contacts Page |
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What information is available 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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What information can a System Administrator change?
This depends on the status of the invitation.
| 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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| 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 Manage Users/Contacts setup 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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So far, we have seen the examples of System Administrators updating the user information through Manage Users/Contacts page.
In addition to this, users also have the ability to updated their own personal information through My Profile page. In this example, the highlighted information is updated by the user through 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 once the changes are made and saved.
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The changes made to the personal information will reflect in Manage Users/Contacts as shown below. By clicking on the user name, 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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