Modifying users

  1. Select User Management in the Administration menu.
  2. Select Users > Modify.

    The Search for a User to Modify page is displayed.

  3. Specify this information:
    First Name

    Specify the first name of the user that you want to modify.

    Last Name

    Specify the last name of the user that you want to modify.

    User Group

    Select the user group of the user you want to modify.

    Company

    Select the company of the user that you want to modify.

    User Association

    Select the Portal association of the user that you want to modify.

  4. Click Search to display the users that fit your search criteria.

    The Select a User to Modify page is displayed.

    For information about navigating search results, see Navigating search results.

  5. Click Modify next to the user that you want to modify.

    The Modify User page is displayed.

  6. Specify this information:
    User ID

    Displays the user ID for the user that you want to modify.

    Note: 

    The user ID field is an alphanumeric field. The name you specify here is the same name on the Login page.

    First Name

    Specify the first name of the new user.

    Last Name

    Specify the last name of the new user.

    Password

    Specify a user password.

    Note: 

    The password must be at least five characters. This is the same password used on the Login page.

    Confirm Password

    Specify the password again to confirm.

    Associated to Portal

    Displays the status of the current user's association to the Portal.

    Employee ID

    Specify the employee identification number for the user.

    E-mail

    Specify a valid e-mail address for the user.

    Active

    Displays the activity status of the user.

    Group

    Modify the group to which the user is assigned.

  7. Click this button to set the default locations, printer and revenue center for the user.
  8. Click Save to save your changes.

    The Modify User page displays the newly-modified user information.

  9. Click Modify to return to the User Management page.