Edit a User

Step 1

Choose the Users option on the main menu.

 OrganisationMenuSelection.png

Note: The visibility of main menu options is determined by menu permissions. For more information about configuring menu permissions, see: Understanding Menu Permissions.

Step 2

Select the user you wish to edit from the list.

EditUserList.png

Step 3

Select the Edit User button from the top of the screen.

EditUser.png

Step 4

The first edit user window will appear. Make any desired changes to the user profile. 

EditUser_better_.png

User Name
The unique identifier of the new user. This cannot be edited.

First Name
The first name of the new user.

Last Name
The last name of the new user.

Email
The email address of the new user.

Roles
Assigning a role determines the scope of permissions and access the new user will have while interacting with the system. For more information about roles please see Understanding Roles.

Enabled
Setting this to "No" will make the user inactive.

Note: Any field marked with MandatoryIcon.pngis mandatory.

Step 5

When you have finished entering the new User details click the Next button. This appears at the bottom of the screen.

GenericNext.png

Step 6

The user properties window will appear. Make any desired changes. 

EditUserProperties1.png

Laboratory
Change the user's laboratory association.

Note: The appearance of dropdowns corresponds to what has been assigned to the user. In cases where a client organisation was assigned, this dropdown would appear.

Step 7

When you have finished assigning user properties, click Finish to complete the edit.

GenericFinish.png

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