Editing a User's Profile

A user’s access can be adjusted at any time from the User’s Management module. There are several ways to do so.

  • Double-click on the user in the list of users displayed.
    • This will open the user’s profile in a new window.
      • Select the user from the list of users displayed and use the right panel.
        • You may need to open the panel on the right side of the screen if it does not open automatically.
  • Use the three dots on the user’s grid entry to open the menu of actions associated with user accounts.
  • Select the user from the list of users displayed and click the three-dot menu above the grid to expand the list of menu items.
    • Once the menu opens, select “Edit.”
  • Select the user from the list of users displayed and click “Change Access” from the menu ribbon above the grid.
    • This does not open the user profile but does provide an opportunity to adjust the user’s general access privileges and can be used to edit multiple users at once.

Make whatever changes are required and press the Save button to finalize them.