The Modify User Screen

To locate/update a logon ID, go to Setup>Security>Users, search for a logon ID, and click into it.

That will bring you to the Modify User screen for that specific logon ID.

On this screen, you can make various changes/modifications.

• You can assign a staff ID to the logon ID.
• Enable/disable a specific user's logon ID
• Reset a user's password
• Pull up their specific audit information (Security Events)
• Update their name, email address, default screens.
• Add/delete/change the roles assigned to their logon ID

FAQ

How do I add a new role to a user?

You go to the Setup>Security>Users and perform a search. Once the logon ID you need appears, click into it.

From there, locate the "Roles" area in the bottom left.  You can then add and remove Roles as needed.  There is an "Add" button to add new ones.

After you click the "Add" button, a pop up will appear that will allow you to search for the Role you want to add.

Note: If you are not familiar with the Roles and what access they contain - you can review them via Setup>Security>Roles.

How do I set them as "Represents User"?

You go to the Setup>Security>Users and perform a search. Once the logon ID you need appears, click into it.

From there, locate the "Staff Assigned" area. If no staff ID is added, first click "Add Individual Staff" and search for their name and add it in.

After it's added, you can check off the "Represents User" box next to the name.

How do I reset their password?

You go to the Setup>Security>Users and perform a search. Once the logon ID you need appears, click into it.

You can click the "Set Password" button to enter a manual password for them.

Note: If you want the user to then be forced to change and select their own password after logging in, also check off the "Force password change on next logon" and save.