How to Edit User Information
On the left navigation bar, click on Person Data Maintenance
On the Person Data Maintenance screen, you will see all people that have been added to the database and associated with your Organization/Community.
Find the user in the list or using the search box to find a user:
Click on “Search For Person” and type in the name of the person you want to view/edit. You can search by first name or last name.
Click the person’s name in the drop down list and, and then click on the blue Apply button to the right of the search boxes. This will display the data row for the person selected.
Click on the/Edit button to the right of their name In order to view their data.
You will be taken to the View/Edit Person page. Here you can view/edit all information about this person, as well as add or delete roles.
In order to delete a roll, click on the “-” to the right of the role. You will get a pop up to verify you want to delete this role, click the White Yes button, and you will return to the Person Data Maint page. If you delete 20 a roll, be sure to add a new one, since a person HAS TO have a role in order to be added or edited.
To add a new role to a person, simply click on the Add Role button, enter the appropriate information, and click Apply.
You will be returned to the View/Edit Person screen.
Click Save to save the changes you have made and return to the Person Data Maintenance screen
If no changes are made, you may use the Cancel or BACK button to return to the Person Data Maintenance screen