Editing Groups, Roles, and User Details

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

Editing a Group 

1. On the Administration tools, 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. 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. 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

1. Click .
2. Click Groups.
3. Click  next to the group to be deleted.
4. A message will request that you confirm the deletion. Click OK.

Deleting a Role

1. Click  .
2. Click Roles.
3. Click next to the role to be deleted.
4. A message will request that you confirm the deletion. Click OK.