Modifying Locations

  1. From the Search menu, select Find Locations.

    The Search for Locations dialogue appears.

  2. Select the required Location search method and type in the search criteria, and then click OK. A list of all Locations matching the search criteria appears.
  3. Search for the Location you want to modify.

    For example:

    • Scroll down the alphabetical list
    • Type the first character of the Location you are looking for to bring up the Prefix Search dialogue box

      -- or --

    • Right-click and select the Search - Refine search option.

      This enables you to filter by Location type - that is, Organisations, Groups, Positions or Persons.

  4. Right-click the Location and select Properties.

    The <Location type> - <Name> dialogue box appears with its properties arranged in tabs.

    See Location properties.

  5. Location General page - to modify the general details

    NOTE: You cannot modify a Location's type, e.g. change whether the Location is Staff, Position, Group or Organisation.

  6. Address page - to modify the Location's address details.

    Select Edit to modify the Street or Mailing addresses.

  7. Electronic Addresses page - to modify the Location's electronic addresses.

    Right-click an electronic address for the options:

    • New - displays the types of electronic addresses you can set up
    • View - displays the item in its associated application, for example, a Web address will appear in your default browser
    • Make Default - makes the selected item the default
    • Mail to - available on email addresses. Opens a new email window adding the email address to the To: field
    • Go to Web Page - available on Web URLs. Opens the web address in a web browser.
    • Delete - removes the selected electronic address
    • Properties - displays the properties for the selected address.
  8. Associations page - to modify the Location's relationship details.

    You can set up, add or remove multiple relationships.

    You can also modify the supervisor relationship.

  9. Profile page - to modify the Location's profile details
  10. Active page - to modify the Location's Active details
  11. Notes page - to modify the Location's Notes
  12. Governance page - to modify the Location's governance information
  13. Click OK

  • If you are a user of user type Administrator, you cannot modify some of your profile details, for example, logon and privileges. Only another administrator can change these profile details.
  • Changes to login details take effect immediately
  • When you create a new dataset, Content Manager creates the Administrator logon by default, but will not assign it a security level.

    Administrators need to adjust their security level to suit their needs.

  • If a user has electronic documents checked out, you cannot modify their security profile