User Management: Update a User

User Management: Update a User

Overview

Administrators can update user information from the Users page. This helps keep account records accurate when a user’s contact information, assigned unit, or role changes.

Who can update users?

User updates are available to administrators with access to the Directory section of the platform.

Admins can only assign roles that are equal to or lower than their own role.

Open a user record

To update a user:

  1. Log in to the admin platform.
  2. Select Directory from the left-side navigation.
  3. Search for or locate the user.
  4. Click the user’s row in the Users table.

5. The user details window will open.
6. Click Update User.


Update user information

The update window will open with the user’s existing information already populated.

You can update available fields such as:

  • First name
  • Last name
  • Email address
  • Phone number
  • Unit
  • Role

As you make changes, the update window will show which fields have been changed. Review the listed changes before saving.

To save the update:

  1. Edit the fields that need to be changed.
  2. Review the changes listed in the update window.
  3. Click Update.

Role assignment rules

When updating a user’s role, you can only assign a role that is equal to or lower than your own role.

If you do not see the role you need, your account may not have permission to assign that role.

What happens after a user is updated?

After the update is saved, the user record is updated in the platform. The new information will appear in the user details window and Users table where applicable.

Troubleshooting

I do not see the Update User button

Confirm that your account has administrative access to manage users.

I cannot assign a certain role

You can only assign roles equal to or lower than your own role. Contact an administrator with the appropriate access level if a higher role is needed.

I changed a field by mistake

Cancel the update before saving, or reopen the user record and update the information again.


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