Editing User
To edit the Username, Email Address, Full Name, User type or security parameters takes just a few clicks.
First, select the user to be edited in the user's grid. Then, click the Edit User (pencil) button.
For editing the basic user information, make the update and click "Save".
To edit the user's access or user type, continue to the Access tab. Here you can add additional access via the "Add Access" button, edit the user's current access via the (pencil) or replace the current access via clicking the (trash can) button to delete the current access, then adding new access to the same data room as a different user type.
When editing the user's current access,
- Active: Setting active to no revokes access without deleting the user.
- Inactive After: Allows to set a date the user is to be marked inactive in the assigned data room.
- Email Notifications: This allows users to receive instant or scheduled emails listing all files uploaded.
- File Search: This allows users to search for files by filename, description or document tags.
- Security Levels and Security Sections: For more information click here.
- Permission Policies: For more information click here.
Click "Save" (repeat to edit access for multiple rooms if applicable).
Adding Contact info is optional and can also be updated by the user.
On the Stats tab, here you can see system generated user information such as, the date the user was created, last modified, the last login and who last modified this user. This information, except for the Created date can also be found directly on the user's grid.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding a New User
- Adding and Editing Security Sections
- Adding Tasks
- Archiving
- Archiving A Room
- Branding
- Collections
- Creating a Custom Login
- Custom Watermarking
- Deactivated User Search
- Document Tags
- Document Viewer
- Document Viewer Overrides
- Downloading
- Downloading Files
- Editing File Settings
- Editing Multiple Users
- Editing Tasks
- Editing User
- Editing Your Profile
- Emailing Users from the Application
- Embed iFrame
- External File Upload Feature
- File Move / Copy
- Folder and File Naming Restriction's
- Folder Edit
- Folder Structure Upload
- Getting Started
- How to Clear Browser Cache
- Importing New Rooms
- Managing Your Profile
- Password Complexity
- Password Management
- Permission Overrides for Users
- Removing Access vs. Deleting Users
- Removing Encryption from a PDF
- Room Admin with Room Creation
- Room Notification Email Settings
- Run As: User
- Schedule Room Updates
- Security Levels and Security Sections
- Security Sections
- Security Sections in Documents
- Storage Indicator
- Subsciption Management
- Subscription Management Screen
- Task / Request List Management
- Task Management Screen
- Task Managmenet Dashboard
- Task Types
- Two-Factor Authentication
- Update Room Contact
- Updating Room Instructions
- Uploading
- Uploading Files
- User Search
- User Search
- Users List