How do I edit Users in the Admin Portal?
Users can be edited in the Admin Portal in 'Administration - Users & User Groups'.
Editing users
To edit a user;
- Go to 'Administration – Users & User Groups - Users'.
- Find the user in the table and click on a row to open the user details form.
- Select 'Edit' from the 'Options' menu in the top right corner to open the 'Edit User' form.
- Change the details as required.
- Click 'Save'.
You can view and edit other records associated with the user by clicking on the tabs below the site details.
- Completed checklists submitted by that user
- The checklists available to that user
- Actions that user is responsible for
- Sites that the user has access to
- Site groups that the user has access to
- User groups that the user belongs to
- Change history
To link a site, site group or user group to a user;
- Go to 'Administration – Users & User Groups - Users'.
- Click on a row in the main record table to open the user details page.
- Click the tab for the type of record you are looking to associate with this user. The corresponding table will appear below.
- Click the green 'Link' button and select the name(s) of the record(s) you’d like to associate with the user.
- Click 'Save'.
Notes
- Field users need to be linked with and granted access to a site before they can complete checklists for that site. You can also do this in 'Sites' or by editing the 'User' record.
- A checklist must be linked to a site for field users to be able to complete it.
- Site managers can be linked with sites to receive notifications and access checklists in workflow steps.