How to Edit an Existing User

  1. Navigate to Admin > Security > User Maintenance.
  2. In the User List, select the record to be edited by clicking the User Name.
  3. Fill in the appropriate information in the User Identification section of the page.
  4. Choose Yes or No on whether the user is an Active user.
  5. Choose Yes or No on whether the new user must change their password at next logon.
  6. If Single Sign-On is configured for your license, fill in the Single Sign-On properties for the user.  See the Configuring Single Sign-On for a User topic for more information.
  7. In the Security Group Membership section, select the Security Groups that the user should belong to by clicking the check box next to the desired Security Group names.  See the Assigning Security Groups to a User topic for more information.
  8. In the Task Membership section, select the Tasks that the user should be able to view.  See the Specifying Task Viewing Permissions topic for more information.
  9. In the Task Membership section, select the Task Groups that the user should be able to view.  See the Specifying Task Group Viewing Permissions topic for more information.
  10. Click the Update User button to update the record or click the Cancel button to abort the editing process.


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