Purpose
In the User Detail page, this feature allows you to update an existing user effortlessly by using the Update User functionality.
What can you do with it?
Utilize the Update User feature to modify essential user details. Whether updating someone's name or adjusting their role within the organization, this tool is designed to refine user profiles as needed.
How is it done?
Access the User Detail Page:
Navigate to the Facility module, and open the User Detail page.
Identify the User:
Search for the user whose details you wish to update.
Update User Information:
Email: Enter a valid email address. This is essential for communication and account registration.
First Name: Input the user's first name.
Last Name: Enter the user's last name.
Job Title: Add a job title to provide context to the user’s role within the organization.
Manage Account Status:
Activated: Use the checkbox to enable or disable the user’s access to the system. Unchecking will remove system access.
Assign Roles:
Utilize the data select option to choose from roles like Admin, Member, Dashboard, or Custom Roles. The assigned role determines the user's permissions and access within the system.
Important Considerations
Capturing a valid email is critical - Ensure the email field is correctly filled.
Role assignment influences access - Choose roles carefully to maintain desired permission levels.
Best Practices
Regularly update user information to keep records current.
Double-check the activated status to ensure users have appropriate system access.
Review role assignments periodically to align with users' responsibilities and access needs.