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Modify information on a user

Summary Description of the Feature

This window allows you to modify information on a user.

Access to Feature

Start from the User Profile window.

Detailed Description of the Feature

This window allows you to view and edit various information on a user. It is made up of the following tabs:

  1. Modify information on the user

  2. View the user’s history

  3. Modify the user’s role

  4. View permissions

  5. View the field preferences list

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Modify information on the user

The following information can be edited directly in the box:

  • User's status

  • User’s first name

  • User’s last name

  • User’s email address

  • User's language preference

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Edit the desired fields and click Save (1).

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Deactivate a user

To deactivate a user, toggle the User active button, then click Save. The following window is displayed:

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Click on Confirm.

If the user is the creator of certain projects, those projects will need to be transferred to another user using the following window:

When a user is deactivated, all custom templates they created that were previously visible only to them automatically become accessible to the entire organization.

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  1. Information about the user to be deactivated;

  2. Search bar for finding a user;

  3. Click on + to select a user;

  4. Information about the new owner;

  5. Save.

Modify the user’s role

To change the user's role, click Edit Role (1) or the Edit Role button in the menu (2).

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The role assignment window will then appear; click the + corresponding to the appropriate role for the user.

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The selected role with its description will appear on the right. Click Save.

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Who can use this feature?

Available only to system administrators.