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User Settings


 

Edit User Details

 

Overview

This article will show you how to edit User Details.

 

Instructions

  1. Navigate to the User Profile > Site Settings
    edit_a_department_site_settings.jpg

  2. Select Users in the Users and Security category
    users.png

  3. Click the blue Edit button next to the user in question
    edit_user_details_edit.jpg

  4. Edit the user details appropriately
    edit_user_details_user_details_1.jpgedit_user_details_user_details_2.jpg
    • Login: The login name for the user
    • First Name: Enter the first name of the user
    • Last Name: Enter the last name of the user
    • Email: Enter the email for the user
    • Phone Number: Phone number of the user, if applicable
    • Title: Title of the user, if applicable
    • Department: Department that the user is in
    • Default Security Profile: Sets specific global permissions for that user; most users should be a Standard User
    • Enabled: Check indicates the user is enabled to sign-in
    • Hide from Staff List: Check indicates the user is hidden from the staff list
    • Hide from Approvers List: Check indicates the user is hidden from the approvers list
    • Can Access BoardView: Check indicates the user can access BoardView
    • Can Access Boards & Committees: Check indicates the user can access Boards & Committees
    • Which event templates I can create events: Check indicates the user can create events using the template
    • What Agendas & Departments User Can See:
      • Available Agenda Types: Select All or specific types
      • Available Agenda Items By Dept: Select All, All Agenda Items Created By Me, All Agenda Items Created By Me or In My Dept, or Specific Departments
    • What Areas User Can Access: Grant Read Only, No Access, or Full Access to areas in your site

  5. Select Save
    edit_user_details_save.jpg



I'd Like to Request an Enhancement

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    Melanie McDonough

    Is there an option for changing the user login? Is the only option to create a new account if you want to change login?