Viewing and Modifying Users

To view or modify user details:

In the Admin tab, select the User List hyperlink.

The system displays the Manage Users page.

Use the Filter By search fields to find the user whose details you want to review or update.

For example, select Last Name from the Filter By drop-down list, and then enter a search term in the adjacent text box. You can enter either a full or partial search term, but if you use a partial term (such as a single letter), be sure to add the wildcard character (%) to the term.

Select Go.

The system displays an updated Manage Users page with a list of records that match the search criteria you entered.

Select the Name hyperlink for the user whose details you want to review or update.

The system displays the User Details page. This page contains the following sections:

User Details – Lists the user’s name, birthdate, employee ID, user type, supervisor, username and password, domain, address, start and expirations dates, reason code, and remarks.
Program Association – Shows the programs associated with the user and the user’s access level.
Communication Detail List – Shows the methods of communication (phone, email, etc.) with the user. Select Add to add a contact detail for the user.

Make any needed changes to the editable fields in the sections and click Save.

Note: You can suspend or reactivate a user by checking or unchecking the Lock User checkbox.

The system saves the changes you made to the user details.

Note: The user must be approved for you to make any updates to the user details; otherwise, you will receive an error message.

Select Close to return to the Manage Users page.

Viewing and Modifying Users

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