Editing Groups, Roles, and User Details
    • 21 Oct 2024
    • 1 Minute to read
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    Editing Groups, Roles, and User Details

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    Article summary

    Requirements

    To edit or delete a group, role, or user, you must have one of the following user types.

    • Administrative (Superuser)
    • User with administrative permissions
    Users can be disabled, but cannot be deleted. For information on disabling a user, refer to Enabling/Disabling a User.

    Editing a Group 

    1. On the Administration Bar, click.
    2. Select the Groups tab.
    3. Click.
    4. On the EDIT GROUP screen, edit the GROUP NAME and/or DESCRIPTION.
    5. Click SAVE.

    Editing a Role

    Follow the steps below to edit an existing role. 

    1. On the Administration Bar, click.
    2. Select the Roles tab.
    3. Click  .
    4. On the EDIT ROLE screen, edit the role name, description, and/or permissions.
    5. Click SAVE.

    Editing and Updating User Details

    The Manage Users tab lists all users and their assigned role and group. Both the Role and Groups columns have a drop-down menu that enables you to quickly modify those user details. Once a change is made, it will be saved automatically. 

    To edit a user name and email, you must do so from the EDIT USER screen. Follow the steps below to edit all user details.

    1. On the Administration Bar, click.
    2. Click next to the user in which to modify details.
    3. Optionally, use the drop-down menu in the Role or Groups columns to edit a user role or group.
    4. In the EDIT USER window, edit the following details:
      • FIRST NAME
      • LAST NAME
      • EMAIL
      • ROLE
      • GROUP
    5. When complete, click SAVE.

    Deleting a Group

    Once a group is deleted, it is deleted permanently.
    1. On the Administration Bar, click.
    2. Click Groups.
    3. Click  next to the group to be deleted.
    4. A messagewill request that you confirm the deletion. Click OK.

    Deleting a Role

    Roles that are currently assigned to a user cannot be deleted.
    1. Click on the Administration Bar.
    2. Click Roles.
    3. Clicknext to the role to be deleted.
    4. A message will request that you confirm the deletion. Click OK.