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How to modify an account

Whether found by search, account list or linked from the Audit page, clicking on an account username will let you review and edit the account's details. There are minor differences depending on if it is a Personal account, Access account or Administrator account; here we shall look at just the Personal accounts.

If you are using local accounts instead, see: How to modify a local account

The details are split over tabs:

Password

Expiry dates and passwords are changed here.

Personal accounts have an option to set the account to also use the email address as the username, or not, as required. You can't change the username.

Password tab of a user account. Under the heading 'Account settings', there are two settings - 'Expires on' (a date picker) and 'Login by email address' (a check box). Under the heading 'Password', you can choose between two possible methods of resetting a password - either 'Email an activation code to the user', or 'Specify a password now'. At the top of the screen is a button labeled 'Save changes'.

Account

Information about the account holder such as their name and email address.

Custom schema attributes such as job role or eligibility information, if you use them, appear on this tab.

Account tab for a user called Rachel Jones. Editable fields include 'Group', 'Title', 'First names', 'Last name', 'Department', 'Position', 'Email address','Phone number' and 'Fax number'. The first name, last name, and email address fields are marked as mandatory. At the top of the screen is a button labeled 'Save changes'.

Groups can be allocated by clicking on the button at the top of the page. If you have many groups you can use the search box to narrow the list as you type, and if you type a group name that does not yet exist, you will have the option create it.

Permissions

A list of available permission sets will be here. Tick or untick as required.

Permission sets tab for a user called Rachel Jones. Two permission sets are shown - 'Default permission set' (which is ticked) and 'Student' (not currently ticked). At the top of the screen is a button labeled 'Save changes'.

Notes

Optional.

Notes tab for a user called Rachel Jones. It contains a large text field headed 'Notes about this account'. The field is currently empty. At the top of the screen is a button labeled 'Save changes'.

Activity

Shows information from the activity stream about that account's activity up to and including the selected date. The show more button will load up earlier items.

Activity tab for a user called Rachel Jones. It shows a list of actions in reverse chronological order, with the most recent first. We learn that the account was activated, later marked for deletion, and subsequently restored.

Actions

Personal and Access accounts have two buttons - the one with the bin is the delete button and the 'Actions' button can be used for operations such as moving the account to another organisation.

Anything to watch out for?

In some cases it is possible to use the move action to move an account to a sub-administrator that your login cannot itself access. In such cases you will no longer be able to see the details for that account and the details will be replaced with a permission denied message.

See also: 



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