Updating users

User Administration User Update

On the User Update page, you can update a portal user's profile, change a user's status, and deactivate a user.

To update a user's profile

  1. Perform a user search.
  2. Locate the user whose profile you want to update.

  3. Click on the linked User ID for that user.

    The User Update page displays.

  4. Make appropriate changes in the provided fields (all fields except fax number are required).

  5. Click Submit. A confirmation page with the updated profile displays.

Points to note:
  • You can change the user's status, first name, last name, phone number, role, and status.
  • Document Search Permission must be set to within organizational unit and below.

  • User Search Permission must be set at within organizational unit and below.

  • Delivery Group must be set to All Applications.
  • Application Group must be set to All Applications.

To deactivate a user

  1. Display the user update page for the user you want to deactivate.
  2. Click the arrow on the right of the Status box.
  3. Select Inactive.

  4. Click Submit at the bottom of the page. A confirmation page with the updated profile displays showing the user's status as Inactive.

Note: To make a user active again, follow the steps above, but select Active as the status.

Navigate to the Document Access Realm for a User

  1. Display the user update page for the user.

  2. Click the Edit Document Access Realm link at the top of the page. The Document Access Realm page is displayed.