Edit User Information

An Admin or Manager can edit an existing user's user information, User Type, permissions, or subscriptions.

Also refer to Activate or Deactivate a User's Subscriptions for more information on activating or deactivating a user's subscription to an application.

Refer to User Types for an overview of User Types and permissions.

Complete the following steps to edit an existing user's information, User Type, or permissions:

  1. Click on your user name and select Admin.

    2. User Name Menu

  1. In the Admin Tool window, click in the search bar to open a list of existing users.

    2. Select User

  2. Enter the user name or part of the name or select the user from the list. the User Information displays in the Admin Tool window.

    3. User Information

  3. Click the Access tab.

    4. Admin Tool Access Tab

  4. Click next to Sidebar Access to select a new User Type from the drop-down list.

  5. Click to save change or to cancel edit.

  6. Click next to Sidebar Access to edit sidebar permissions.

    Select User Access Window

  7. Select the Application from the drop-down list and select or deselect which sidebar option the user can access.

    Sidebar Permissions

    Clicking Toggle All gives the user access to the company's entire hierarchy.

  8. Click Submit when finished.

  9. To edit subscriptions, refer to Activate or Deactivate a User's Subscriptions.

  10. Click Close to close the Admin Tool window.