Updating a Staff User Account
Updating a Staff User Account
Editing a Single User
To edit an existing user account navigate to the Domain Configuration
and Utilities page by selecting the wrench icon in the top right of the
screen.
Select the User Account Management button or, alternatively, click the User Account Management tab at the top of the screen.
You will see a list of all the users available for you to edit. To
edit a single user, select the pencil icon in the row for that user on
the right edge of the table.
This will display the Edit User Account page where you can update the email, password, Office Role, Outreach/Campaign Role, assigned Contact Group(s) and Case Office(s) for the selected user. You can also resend a welcome email to the user to help them get started with the system, and unlock their account in the event that they have lost access due to too many failed login attempts.
Enter any desired changes and select save to update the user’s profile.
Bulk Operations
You can also take action on multiple user accounts at one time by
selecting some or all of the contacts in the User Accounts Table. Once
you have selected the user accounts of interest, click Bulk Operations
and select the action you would like to take, e.g. Reset Passwords,
Delete Accounts, etc.
Related Articles
Creating a Staff User Account
Navigating to User Account Management Before creating an account, you will need to decide what role the new user will have. Roles define the permissions a the user will have, for more information on permissions see the How to Manage Account ...Managing Staff Users
This article will discuss how Administrators can manage the Users in their foreAction case office and provides a deeper understanding of the settings available to you. Before we begin, we must take a look at the two different sections that can manage ...How Do I Assign Or Unassign Staff For My Case Office?
Assigning Staff For users to be assigned to, create, or edit a Case they must first be assigned to the Case Office. In order to assign staff to your Case Office you must have the role of Office Administrator. To add someone to your Case Office ...User Account Permission Guide
Users of the system are provided different access permissions based on their role. There are two types of role – Outreach and Case Office. Any user can have both an Outreach role and a Case Office role. In addition to Outreach and Case Office roles, ...Getting Started with Case Office Administration
Within Case Work, users that are logged in with permissions for managing a Case Office will see a Case Office Administration tab. The features available under this tab allow you to configure your Case Office and the Staff assigned to it. Finding a ...