The user profile provides basic details about the user. If you are a manager of the user’s account group, you can modify the user’s account. You must also have appropriate permissions to make the modifications.
To find the user, perform one of the following actions:
Click ADMIN > Users and Groups > Search Users.
Click ADMIN > Users and Groups > group_name.
Select the user that you want to view.
(Optional) Modify the user’s profile in one of the following ways:
This function is not available in a SaaS environment.
You must have the Change User Password permission, and be a manager of the user’s account group.
When you reset a user’s password the user receives a notification email automatically. The email does not include the new password. You must provide the new password to the user directly.
You must have the Activate/Deactivate Users permission, and be a manager of the user’s account group.
While you cannot delete a user, you can deactivate their account to prevent them from logging in to the system.
Adjust the User Status toggle switch to indicate Active or Inactive, as needed.
Click SAVE.
You must have the Assign Roles to Users permission, and be a manager of the user’s account group.
You can only assign those roles that you currently have. However, if you have the Manage Groups permission, you can assign any role to these users.
In the user’s profile, select Roles & Permissions.
Select Assign/Remove Roles.
Change the user’s roles, then select Save.
Each role has a defined set of permissions. To change a user’s permissions, you must change the assigned role or the permissions associated with a role.
You must have the Assign Users to Groups permission, and a manager of the user’s account group.
Unless you have the Manage Groups permission, you can only assign those groups in which you are currently a member.
In the user’s profile, select Groups.
Select Add/Remove.
Change the user’s group assignments.