Modifying User Details
Logging in as an administrator: Log in with your administrator privileges.
Accessing user management: Navigate to user settings where you can edit existing users.
Selecting users: Find and select the user whose details you want to change. This can be done by clicking on the username or an edit button next to the user.
Editing user details: A form will appear containing the user’s current details. Edit the required fields according to the changes you want to make. Typical details to edit include:
First and last name
Email address
User role or permission level
Saving Changes: Review any changes you made and click Save to save the new user details.
Review the impact of role changes: If you changed the user's user role, review the impact of that change on security access levels. Make sure that after the role change, the user has the permissions required to continue performing their duties.
Send notification (optional): You can send a notification to the user to inform them of the changes made.
After completing these steps, the user details are successfully updated and the user has the new information and permissions according to the changes made.
Removing Users:
Selecting Users: Find and select the user whose access you want to remove. This can be done by clicking the user name or an edit button next to the user.
Removing Access: Click "delete" to remove the user.
Confirmation: You are asked to confirm the user’s removal.
Optional Notification: You can optionally send a notification to the user to inform them of the removal of their access.
Review Tasks and Documents: Before removing the user, review what tasks or documents are assigned to the user. Move or transfer responsibility for those tasks or documents to another user to make sure nothing gets lost or left unfinished.
Save Changes: Confirm the user’s removal and save the changes.
By following these steps, you can ensure that the user’s access is safely removed while properly managing all relevant tasks and documents.
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