Difference between revisions of "Editing a User"

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(Created page with "__NOTOC__ <table><tr><td> left|GroupsGroup Actions Tab</td></tr> </table><br /> [[File:GroupActions.png|right|frame|Grou...")
 
 
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<table><tr><td>
<table><tr><td>
[[File:CommunitiesIcon.png|left|Groups]][[File:ActionsTab.png|Group Actions Tab]]</td></tr>
[[File:PeopleIcon.png|left|Users]][[File:Edit_user_button.png|User Actions Tab]]</td></tr>
</table><br />
</table><br />


[[File:GroupActions.png|right|frame|Group Actions]]
[[File:Edit_user.png|400px|thumb|right|frame|User Actions]]
<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
===Overview===
Click the "Actions" tab to access the operations for managing the [[Groups|Group]].<br /><br />
<br />
Click the "Info" tab to view / edit information on the [[Users|User]].<br /><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Actions</h3><br />
===User Actions===
* '''Edit this Group''' - Click the "Edit this Group" button to change the name or contact information for the Group.
<br />
:: The Distributor can't be edited. In order to change the Distributor, the Group must be "transfered" to a different Distributor.
* '''Edit this User''' - Click the "Edit" button to change the email address, contact information, or profile picture for the User.
* '''Add an Account''' - Click the "Add an Account for this Group" button to add a new Account to the Group. You will be prompted for the information necessary to create a new Account, and to add it to the Group.
* '''Add Role to this User''' - Click the "Roles" tab, then the "Add Role" button to add an additional [[User Roles|role]] for the user. After you pick the new [[User Roles|role]], then pick the corresponding Distributor, Group, Account, or Resident, depending on the type of role you pick.
:: You can transfer an Account to this Group from a different Group through "Manage Accounts" operations.
* '''Send Activation Email to this User''' - This operation will resend an activation email to this user. This is helpful if the user has forgotten a password, or has never activated his or her user account. You may add additional wording to the message if you want.
* '''Resend Activation Email''' - This operation will resend an activation email to all Users for the Group that have never logged in. You may add additional wording to the message if you want.
* '''Disable this User''' - Users can be disabled, rather than deleted, which means they can be re-activated in the future. To disable a user, first browse to the user profile under the "Users" menu on the left menu. Prior to disabling users, click on the Roles tab and select "remove" to delete any roles assigned to the user. To disable the User, browse back to the Info tab and click the "Disable" button.<br /><br />
* '''Disable this Group''' - Groups can be disabled, rather than deleted, which means they can be re-activated in the future. To disable a Group, click the "Disable this Group" button. Only [[User Roles and Privileges|users with the role of Distributor Admin]] or above can disable Groups.<br /><br />
 
<small>[[Media:GroupActions.pdf|PDF format]]</small><br />
<div style="text-align: right;"><small>GC-01-OUM-0064 Rev A</small></div>

Latest revision as of 21:16, 30 November 2018

Users
User Actions Tab


User Actions

Overview


Click the "Info" tab to view / edit information on the User.

User Actions


  • Edit this User - Click the "Edit" button to change the email address, contact information, or profile picture for the User.
  • Add Role to this User - Click the "Roles" tab, then the "Add Role" button to add an additional role for the user. After you pick the new role, then pick the corresponding Distributor, Group, Account, or Resident, depending on the type of role you pick.
  • Send Activation Email to this User - This operation will resend an activation email to this user. This is helpful if the user has forgotten a password, or has never activated his or her user account. You may add additional wording to the message if you want.
  • Disable this User - Users can be disabled, rather than deleted, which means they can be re-activated in the future. To disable a user, first browse to the user profile under the "Users" menu on the left menu. Prior to disabling users, click on the Roles tab and select "remove" to delete any roles assigned to the user. To disable the User, browse back to the Info tab and click the "Disable" button.

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