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How to edit a user record

Gav Willis avatar
Written by Gav Willis
Updated over 4 years ago

Selecting Actions > Edit from a User Summary page will open a window where you can edit certain fields. Once you have finished, select Save to apply the changes and return to the summary page, or Cancel to exit without saving and return to the User List.

The following fields are available to edit:

  • Full Name

  • Officer - the officer record this user will be used by

  • Email

  • Phone

  • Department

  • Notes

  • Funding Organisations – Selecting this field will open a drop-down menu of Funding Organisations set up in basedata.

  • User Group – Here you can choose the User Group to categorise the user. A user can only be in one user group.

  • Status

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