Editing a User

The user’s first name, last name, email address, username, password, default site, and roles may be changed. To change any of this information for the user, refer to the steps that follow.

1. To edit a user, go to the User Management page by selecting Security > User Management from the navigation pane.
2. Select the Edit icon for the user that you are editing.
3. The Edit User form opens for this user.

4. You are able to change the user's first name, last name, username (the username must be in email format for example user@example.com), and email, by entering the changes in the respective field.
5. You are able to enter a new password by placing it in the Password field and confirming it in the Confirm Password field.
6. Language: to change the default language for this user, click the drop-down arrow in this field and select the language from the options that appear. IntelliTrack will be localized for this language when this user logs into the application.
7. Phone Number: enter the phone number.
8. Add or change any notes about this user in the Notes area of the form.
9. To change the default site for this user, mark the new site in the Corporate locations portion of the form.
10. You are able to add a role to the user, change the role's access rights, or remove a role from the user.
    1. To add a role, mark the checkbox to the left of the role.
    2. To edit a role's access rights, change the access level option setting for it.
    3. To remove a role, unmark the checkbox to the left of the role.
11. When you are finished making changes to the user, select the Save icon to save the changes, close the Edit User form, and return to the User Management page.
    1. To cancel any changes to this user, select the Cancel icon to discard the changes, close the Edit User form, and return to the User Management page.