Rename/Edit/Delete a User

Short Description

This chapter provides step-by-step instructions how to rename, search for, edit delete (soft- and permanently) and undelete a user in the User Administration module. User account management is performed by Administrators and/or Super-Users with full access to the system. This includes administration of permissions and access rights, adding/deleting a user, re-naming an account viewing and editing user profile information and group membership and creating/configuring/deleting user groups and roles.

Chapter Contents:

Long Description

Edit a User Account (Including Re-Naming an Account)

1. Go to Modules > System > User Administration. The User Administration window opens.

2. Double-click All Users in the left-hand menu tree. The All Users fields displays to the right.

3. In the upper right-hand field click the row of the user to be edited - it will highlight.

4. Edit as appropriate the fields/list displayed in the respective tabs in the lower right-hand field.

5. Click Save.

Delete/Undelete a User Account

1. Soft-Delete a User:
   1. Go to Modules > System > User Administration. The User Administration window opens.
   2. Double-click All Users in the left-hand menu tree. The All Users fields displays to the right.
   3. In the upper right-hand field click the row of the user to be deleted - it will highlight.
   4. Click Delete. A pop-up opens asking to confirm deletion.
   5. Click Yes. The pop-up will close and the selected row is soft-deleted only - and moved to the Deleted tab.
      
      
2. Undelete a User Account:
   1. Go to Modules > System > User Administration. The User Administration window opens.
   2. Double-click All Users in the left-hand menu tree. The All Users fields displays to the right.
   3. Go to the Deleted tab.
   4. Click the soft-deleted user row to be restored.
   5. Click Undelete. The row will move from the Deleted tab to the Active tab.
      
      Example:
      
      
      
      
3. Permanently Delete a User Account:
1. Go to Modules > System > User Administration. The User Administration window opens.
2. Double-click All Users in the left-hand menu tree. The All Users fields displays to the right.
3. In the upper right-hand field click the row of the user to be deleted - it will highlight.
4. Go to the Member of Group, Member of Business Unit and Legs tabs and uncheck all checked boxes.
5. Click Save.
6. Soft-delete the user to be permanently deleted.
7. Click the Deleted tab. The Deleted tab and all soft-deleted users display.
8. Click the row of the user to be deleted - it will highlight.
9. Click Delete Permanently. A pop-up opens asking to confirm deletion.
10. Click Yes. The pop-up will close and the selected row delete.

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