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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Edit User Details

  • Updated:

This article will show you how to edit User Details.

 

Important Note

Administrators cannot update or reset usernames or email addresses for other users in their organization. If users need to update this information, they must make the changes themselves. For more information on updating a username, view our Change the Name on Your Account article. For instructions on updating an email address, view our Change Your Email Address article.

 

Instructions

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile.
  4. Click the Users tile
    The Users tile with a person icon.
  5. Click the Edit tool (purple pencil icon) to the right of the name of the user with the password that needs to be changed
    The Edit tool to the right of an example user.
  6. Scroll to the Profile section
    The Profile section on the User Details page.
  7. Edit the basic user details and status and access fields as desired
    The Profile section information fields.
    • Email/User ID (required): The email address or user ID (identifier) for the user (cannot be edited)
    • First Name (required): The first name of the user (cannot be edited)
    • Last Name (required): The last name of the user (cannot be edited)
    • Phone: The phone number of the user, if applicable
    • Title: The title of the user, if applicable
    • Department (required): The department that the user is assigned to
    • Active: Check the checkbox to indicate the user is active and can sign in to the system
    • Access to User and Global Site Settings: Check the checkbox to give the user access to edit User and Global Site Settings
    • Hide from Staff List: Check the checkbox to hide the user from the staff list
    • Hide from Approvers List: Check the checkbox to hide the user from the Approvers list
    • Has Access to Analytics: Check the checkbox to give the user access to the Analytics module
      • Can Create and Manage Organizational Analytics Views: Check the checkbox to give the user the ability to create and manage Analytics Views
    • Has Zendesk Access: Check the checkbox to give the user access to Zendesk
    • User Classification: Check the appropriate checkbox(es) to classify the user as an Administrator, Staff member, or Board member

    Note: Administrators cannot update or reset usernames or email addresses for other users in their organization. If users need to update this information, they must make the changes themselves by following the instructions in our Change the Name on Your Account and Change Your Email Address articles.

  8. Click the Save Changes button
    The green, rectangular Save Changes button below the User Menu.
  9. The user details have been edited

 

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