Editing User Profiles

Editing a User Profile

1. Navigate to the Company Admin screen.

   

2. Click on the User Management sub-menu in the menu bar on the left, followed by the Users menu option. The Users screen appears.

   

3. Click on the desired user profile name link from the list of user profiles or click on the Edit icon () beside the desired user profile. The Enter User Information screen appears displaying the details of the user profile

   

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4. Edit the user profile information:
   • First Name: The user's first name
   • Middle Name: The user's middle name
   • Last Name: The user's last name
   • Login Name: The name the user will use, and will be known as, in Connect
   • Email Address: The user's email address
   • Alternate ID: An alternate identifier for the user (e.g. login name in legacy system)
   • SMS Number: The SMS or mobile phone number or the user
   • Password: The password the user will enter to access Connect
   • Confirm Password: The confirmation for the password to ensure that the password is entered correctly
   • Departments: A series of checkboxes indicating which departments the user is associated to
   • Security Profiles: The security profile that is associated with the user
   • Default Department for Security Profile: The user's default department which will be used under the associated security profile
   • Disabled: Indicates whether the user is disabled and not active in Connect or not
   • Seed List: Indicates whether the user is associated to a seed list or not
   • Failed Login Attempts: This is a display-only field indicating the number of failed logins the user has performed
5. To cancel without saving the changes to the user profile, click the Cancel button. The Users screen displays. The user profile changes are not saved .
6. Click Save. The Users screen appears with the changes to the user profile saved.