Learn how to edit user account data : Aico

Edit user account data

Modified on Wed, 9 Oct at 9:16 AM

To edit user account data, follow the steps below:

1. Select a user from the list view on the left of the Users tab. The user account opens for editing.

2. If the list is long, you can enter a search phrase in the Search field.

3. Edit the user data. For example, you can change the full name, email address, attributes etc.

4. Under the details button you can set individual user attributes such as which team they belong to or whether they are part of an external service provider. This can then be used to drive the behaviour of the Aico document. For example, if the user is employed by an external service provider, an additional review level is required.

5. To save your changes, click Save at the bottom of the page.

Note: It is possible to change the account name of a user by clicking the Rename button to the right of the account name, changing the account name then pressing the Update button which has now replaced the Rename button. You can only undertake this action during a Service break as this change will then change all historic documents in the database.

When you open a user account, you can see which user groups they belong to by following the steps below:

On the Users tab, select a user and click the user account in the left panel.
Click Manage Roles on the right-hand side of the page.
In the Member of section, you can view a list of the user groups the user belongs to.
To view user group roles, click on the respective user group. See the manage user groups article to learn more.

To assign roles to the user, read this article on how to manage user roles.