Editing a user

Editing Users

To edit an existing user

• From Home Select Administration
• Select Manage Users
• Search for required user
• Select by using the hyper-link
• Select [Edit]
• Update all information required  
• External User Name: Enter any series of letters and numbers. for example: "jjones", "j.jones" or "j.jones1"
• Domain/Windows User: Enter a username in the format domain/user. For example: "PNC-DEV/jjones"
• Scope: Click hyper-link to drill down in order to find required access level, tick once desired level is reached. Repeat if more levels are required. House button will take you back to the highest level of access.
• Select [Save]

Note: You may not be able to change the scope of a user if they are assigned a pending request or an open assessment.  A warning message will identify to the application what entities they are attached to.

Note: Scope: Level of access granted. "PNC" will give the user full access to all data within service manager. The further you define the scope the less a user will have access to.

Note: Administrator role membership is required to make changes to an existing user.  

A user cannot be saved if the mandatory fields are not completed.  Removing the user name will prevent access to the system.

Note: You cannot edit a user if they are in a higher scope than you.

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

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