Updating User Information on Web Portal

Overview

You may need to edit user information such as name, email, PIN, home address etc.

Prerequisites

You need to have an account with Company Administrator, Super User role, or a custom role with rights to edit users.

Solution

1. From the web portal, navigate to Administration > Users.
2. Click on the user you want to modify and select Edit User.
   
   
   
   
3. Update the required information:
   • First and Last Name
   • Preferred Name
   • Profile picture
   • Skills
   • Group
   • Security Role
   • Time Zone
   • PIN
   • Username
   • Web Password
   • Contact Information - home address and phone number
   • Notification information - used to receive alerts, reports, etc. 
     Note: For more information about these fields, refer to the article Creating User Accounts.
4. Click Save & Close.
   
   

Testing

You can make sure that the changes were saved by clicking on the user and selecting View User Details.

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