Edit a User

Once the user's account is created, the user's settings, permissions, and preferences are saved. These settings can be updated by the administrator as needed.

1. From the Setup menu, select Security > Users.

   The User Setup window displays.

2. Select the desired user from the list on the left and click Edit.

   The user’s information becomes editable.

1. Use the tabs at the top of the window to navigate and adjust the settings as appropriate. Following are some tips:
   • The Login Info tab contains settings that were found on the User Info and Login Info tabs when the user was created.
   • On the Office Access tab, you can change the offices to which a user has access by moving them between the Available Offices column and the Assigned Offices column.
   • The Charting tab contains settings that were found on the Charting Info tab when the user was created.
   • On the Security Groups tab, you can change the groups to which the user belongs by moving them between the Available Groups column and the Assigned Groups column.
2. Click Save.