Edit a User

Use the following procedure to edit a user from the Users grid in the Users option:

1.  Select Users from the Security section of the Setup menu. The List of Users grid is displayed.

2.  If necessary, search for a user by entering the full name of the person or entering at least one letter of the last name or first name and then clicking Search.

3.  Click View User next to a user. The Users page is displayed.

4.  In the user’s general information section, click Edit. Edit any of the following fields, if necessary:

     First name: Modify the user's first name.

     Middle name: Modify the user's middle name.

     Last name: Modify the user's last name.

     Username: Modify the user's username.

     Email: Modify the user's email address.

     Last password change: This read-only field displays the date of when the user’s password was last changed in Odyssey HMS.

5.  In the Account Details section, edit any of the following fields, if necessary:

     State: Select either Active or Inactive.

     Employee ID: Modify the user’s Employee ID.

     Directory ID: Modify the user’s Directory ID. The Directory ID field is used for system authentication for the user. Refer to the Connect a User to an Authentication Configuration for more information.

6.  Click Update to save changes in the user’s general information section.

7.  If necessary, click History to view the user’s history information. Refer to the View a User’s History section for more information.

8.  In the Change Password section, edit any of the following fields, if necessary:

     New password: Enter a new password.

     Confirm new password: Re-type the new password for confirmation.

9.  Click Update to save changes in the Change Password section.

10. From the Roles section, configure the user’s roles. Selecting a role from the Available Roles or Selected Roles panes and click Add or Remove.

Roles are defined via Setup > Security > Roles.