AM4: Editing an Existing User

Managing user accounts is an important part of keeping your system secure and running smoothly. As an administrator, you may need to update a user’s information, change their access, or disable an account when roles change.

This guide shows you how to find an existing user, edit their account details, update roles and permissions, and activate or deactivate user access as needed.

Who can use this feature?

System Administrator | Container Administrator

Important Note

If you do not have Container Administrator permissions in your system, you will not be able to complete the tasks in this guide. Please contact your administrator for assistance.

How to Edit an Existing User

1. Sign in to your site.

2. Go to Admin Tools and select All Users.

   

3. Find the user by scrolling through the list or using the filters under User Search Parameters to search by User Type, User Name, Title, Status, Email Address, Registration Date, or Full Name..

   

4. Once you find the user, look at the User table’s Actions column.

5. In the Actions Column, click the Inactivate User button (red minus) to deactivate the user.

6. In the Action Columns, click the Activate button (green checkmark) to reactivate the user.

   

7. In the Action Column, click the Edit button (pencil icon) to open the user’s information.

   

8. On the Edit User screen, update all user information, including Name, Address, City, State, Zip, Phone, Email address, Login User ID,  Municipality, Title, and Upload a Scanned Signature as needed.

   

   • Name: The user’s display name shown throughout the system.

   • Email address: Used for the user’s account communication and email notifications.

   • Address 1: The primary street address associated with the user’s account.

   • City: The city for the address listed.

   • State: The state for the address listed.

   • ZIP: The ZIP or postal code for the address listed.

   • Phone: A contact phone number associated with the user’s account.

   • Password: The initial password set for the user’s account.

   • Confirm Password: Re-enter the password to make sure it matches.

   • Municipality: The city, town, or jurisdiction the user is associated with.

   • Title: The user’s job title or role within the organization.

   • Signature: (Optional) Upload a file that contains the user’s signature.

9. Use the dropdown under Role to select the User Role.

   

   Note:

   For more information about user roles and what each role can access, please see the article AM1: Understanding User Roles.

10. Under Features, use the Module checkboxes to set permissions for Fire Inspections, Violations, Planning & Zoning, Complaints, Permits, Licenses, Scheduling Manager, Workflow Manager, Parcel Admin, and Invoice Manager. Decide whether the user has the ability to add, edit, delete, or view data with read-only access.

11. Once all fields are completed, click Save Changes.

    

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