Overview

In this article we will review the process of editing a User.

Description

Step 1: Select the Waffle Menu.

Step 2: Select User Maintenance.

Step 3: Select the user that needs to be edited to display the Overview screen.

Step 4: If the user is no longer employed or if the username is incorrect, select the Inactive radio button.

Step 5: Edit the First, Middle, or Last name as needed. These should be edited to correct spelling errors only.  If the user has a name change, best practice is to deactivate the current user and add a new user.

Step 6: Edit the Name Suffix, Email, Badge ID, Groups, and Restricted by Resident as needed.

If Locked Out is checked, it can be unchecked to unlock the account.

Note: A locked out account may mean that the user has forgotten their password and requires a password reset. For more information see Procedure to Change Password.

Note: The username and initials cannot be edited. If there was a spelling error, you will need to inactivate the old user profile and add a new user.