Viewing or Modifying an Associated Profile

To view or modify profiles associated with a user:

  1. In the Admin tab, select the User List hyperlink.

The system displays the Manage Users page.

  1. 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.

  1. Select Go.

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

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

The system displays the User Details page.

  1. From the Show drop-down, select Associated Profiles.

The system displays the Manage User Profiles page. This page lists the profiles associated with the user along with the status and start and expiration dates.

  1. To change the expiration date on a profile, click the profile’s hyperlink in the Name column.

The system displays the User Profile Details page.

  1. Update the Expiration Date field as needed and click Save.

The system refreshes the page and changes the Status field to “In Review.”

  1. Select Close to exit back to the Manage User Profiles page where the modified profile shows a status of “In Review.”

Related Topics

Viewing and Modifying Users

Adding a New User

Approving or Rejecting a User

User List

Adding an Associated Profile

Approving or Rejecting an Associated Profile

Updating the Business Status of a User Checklist

Uploading a User Checklist Document

Adding or Deleting an Organization Unit Association with a User

Adding or Deleting Restricting Claimant Associations with a User

Viewing or Modifying User Indicators

Adding a User Indicator