The user profile provides basic details about the user. If you are the user’s manager, you can modify the user’s account. You must also have appropriate permissions to make the modifications.
To find the user, perform one of the following actions:
Click ADMIN > Account Groups > Search Users.
Click ADMIN > Account Groups > group_name.
Select the user that you want to view.
(Optional) Modify the user’s profile in one of the following ways:
In the notification pane, select Unlock.
The system locks a user’s account after three attempts to log into the system with the wrong credentials. When a user's account is locked, the User Details tab displays a notification.
You must be the user’s manager to modify the user’s account.
You must be the user’s manager to modify the user’s account.
To reset a user’s password, you must have the Change User Password permission. When you reset a user’s password the user receives a notification email automatically. The email does not include the new password. You must provide the new password to the user directly.
You must have the Activate/Deactivate Users permission, and be the user’s manager.
While you cannot delete a user, you can deactivate their account to prevent them from logging in to the system.
Adjust the User Status toggle switch to indicate Active or Inactive, as needed.
Click SAVE.
You must have the Assign Roles to Users permission, and be the user’s manager.
You can only assign those roles that you currently have. However, if you have the Group Manager permission, you can assign any permission to these users.
In the user’s profile, select Roles & Permissions.
Select Assign/Remove Roles.
Change the user’s roles, then select Save.
Each role has a defined set of permissions. To change a user’s permissions, you must change the assigned role or the permissions associated with a role.
You must have the Assign Users to Groups permission, and be the user’s manager. Unless you have the Group Manager permission, you can only assign those groups in which you are currently a member.
In the user’s profile, select Groups.
Select Add/Remove.
Change the user’s group assignments.