AM4: Editing an Existing User

Managing user accounts is a 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 Community Development

2. Click Admin Tools:
   

3. Click All Users:

   

4. Set the User Search Parameters filters, if desired:
   

5. Click Search Users:
   

6. Click the Edit pencil icon to open the user’s information::
   

7. Edit the User Information as necessary:

   

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

   • 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.

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

   • 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.

8. Click the dropdown menu in the Role column to select a user role:
   

   Note:

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

9. Check the box for a Module to assign module permissions:
   

10. Check a permissions box to assign permissions for the module:
    

    • Add: The user can add content for the module

    • Edit: The user can edit content for the module

    • Read Only: The user can read content in the module

    • Delete: The user can delete content for the module

11. Click Save Changes:
    

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