This article covers how to edit the account details for a requester or change the requester for a request.
Update Requester Information
Who can use this feature?
Admin
Hover over the Settings menu, then click Users in the drop-down:
Toggle on the Show Requesters and Show Deactivated Users options:
Use the Search by Name/Email box to search for the requester's name or email address currently associated with the account:
Note:
The list of users will update once the name or email address is entered into the search bar.
Click the Edit User button (pencil) next to the user you want to edit:
Update the requester's Account Details:
Name: The requester's preferred display name.
Email: The requester's preferred email address for contact.
Note:
This is a required field, indicated by the asterisk next to the field's title.
Title: Any personal titles the requester may have. Some common examples of titles are Doctor (Dr.), Esquire (Esq.), or Professor.
Address: The requester's mailing (or street) address.
City: The city in which the requester resides.
State: The state in which the requester resides.
ZIP Code: The postal code in which the requester resides.
Phone Number: The requester's preferred number for contact.
Company: The company that the requester works for or represents.
Role: The level of permissions that the requester is granted.
Admin: The admin can see and take actions in all parts of the application, including the Admin Panels, which configure users, departments, and other account settings.
Department Admin: Can perform all admin activities, but is restricted to their own departments. Department Admin cannot change general account settings.
Publisher: Publishers can see and undertake actions related to a request, including external communications and document management. Publishers cannot access the Admin Panels.
Staff: Staff can see all requests, but can only take actions that are directed internally, such as posting a private message to other staff and uploading an internal document. Staff cannot access the Admin Panels.
Guest: Guests can only see publicly accessible documents and notifications. All requesters who enter an email are given a Guest account.
Click the Save button:
Change the Requester for a Request
Who can use this feature?
Admin | Department Admin | Publisher
Select the Change Requester (pencil) icon next to the Requester:
If the requester has a registered email:
Search for and select the requester:
Click the Change Requester button:
If the requester does not have a registered email:
Click the Create a new requester account link:
Fill out the required user information to create a new guest account:
Name: The requester's preferred display name.
Email: The requester's preferred email address for contact.
Note:
This is a required field, indicated by the asterisk next to the field's title.
Title: Any personal titles the requester may have. Some common examples of titles are Doctor (Dr.), Esquire (Esq.), or Professor.
Address: The requester's mailing (or street) address.
City: The city in which the requester resides.
State: The state in which the requester resides.
ZIP Code: The postal code in which the requester resides.
Phone Number: The requester's preferred number for contact.
Company: The company that the requester works for or represents.
Role: The level of permissions that the requester is granted.
Admin: The admin can see and take actions in all parts of the application, including the Admin Panels, which configure users, departments, and other account settings.
Department Admin: Can perform all admin activities, but is restricted to their own departments. Department Admin cannot change general account settings.
Publisher: Publishers can see and undertake actions related to a request, including external communications and document management. Publishers cannot access the Admin Panels.
Staff: Staff can see all requests, but can only take actions that are directed internally, such as posting a private message to other staff and uploading an internal document. Staff cannot access the Admin Panels.
Guest: Guests can only see publicly accessible documents and notifications. All requesters who enter an email are given a Guest account.
Click the Save button:
Navigate back to the request and select the new user from the Search Requesters dropdown:
Click the Change Requester button:
