How to Edit an Active User Details
There may be certain situations where you may need to remove an Active User. For example, a User has left the Company or the wrong User was invited.
Below are the steps that must be carried out in order to Remove an Active User. Expand each step below for further explanation.
To edit an Active User, you must navigate to the User via the 'Settings>Users' buttons.
Note: You will only see the 'Settings' button if you have the correct Role access. Ensure that you contact your site admin if you do not have the access to complete this task.
Image: Navigating to Users via the 'Settings>User' Buttons
The Users tab will contain all Internal Users and Supplier Portal Users. You will need to locate the Internal User from this list. You can use the 'Search Name' field or use the Navigation Arrows to move easily through the pages.
Image: Locating the User
Once you have located the User, click on the name of the User you wish to edit to access the User page. The User name will be in blue text, which indicates a link.
Image: Access User via User Name
Once you have accessed the User Details page, you can make changes to the fields noted with the blue numbers. The fields noted with the red number cannot be edited.
Image: User Page Ready for Edits
1. First Name and Last Name: The First and Last Name of a User cannot be edited manually by Users. To have change made to a User's Name, a ticket must be sent to the Support Team via the 'Help' button, requesting the Name change of the User.
Important!
Do not remove the User and invite the User again with the same Email Address to change the User's Name. As noted above, a ticket must be sent to the Support Team via the 'Help' button, requesting the Name change of the User.
If you have accidentally removed the User already, you can recover the User from the 'Deleted Records Archive'. If you cannot locate the User in the 'Deleted Records Archive', a ticket can be sent to the Support Team via the 'Help' button, requesting the Users recovering.
2. Email Address: The Email Address of a User cannot be edited. If the Email Address of the User is no longer correct, you must remove the User and send a new invitation with the different Email Address.
3. Solution: If required, using the dropdown, you can change the Solution the User has access to.
4. Contact Association: If required, using the dropdown, you can change the Employee you have Contact Associated the User with.
5. Role: If required, using the dropdown, you can change the Role you have given the User.
After completing the changes to the Active User, click the 'Save' button to save the changes.
Note: It's very important to click the 'Save' button, otherwise the changes will not be made.
Image: 'Save' Button
You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Active User before confirming and saving the changes. Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Users tab. There is no Audit Log for Users.
If you do not wish to make edits, click the 'Cancel' button to be brought out of the Active User page and discard of the changes made.
Image: Users Tab after Edits Saved
