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 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.

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 Manage Users/Contacts setup for that user.

Example: User information before edit

User information after edit:

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.

The user will receive the following email notification once the changes are made and saved.

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.