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Edit user account data

Modified on Fri, 25 Nov 2022 at 11:03 AM

To edit user account data, follow the steps below:

  1. On the Users tab, select a user from the list view on the left. The user account opens for editing.
    If the list is long, you can enter a search phrase in the Search field.
  2. Edit the user data. For example, you can change the full name, email address, attributes etc.
  3. To save your changes, click Save at the bottom of the page.
Note: It is possible to change the account name of a User but only 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:

  1. On the Users tab, select a user and click the user account in the left panel. 
  2. Click Manage Roles at the bottom of the page.
  3. In the Member of section, you can view a list of the user groups the user belongs to.
  4. To view user group details, click a user group.

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