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

The System Administrator needs to modify Users 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

 

 

Refer to the Add New User/Contact section for a description of the fields on the Invite/Edit User page.

What information can a System Administrator change?

If the user's invitation status is not Invitation Completed, you can change any of the user's information:  personal information, roles, and/or security.

 

 

 

If the user's invitation status is Invitation Completed, you can change all of the user's information except their email and phone information.  The user can change those using the My Profile feature.

 

 

 

 

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