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Edit a User

Purpose

Update an existing user's profile details, active status, and system-level roles.

Note: This action may require administrator privileges.

Prerequisites

  • You are signed in as a user administrator or system administrator.
  • You have the edit_user permission.
  • The user account already exists.

Before You Begin

Administrators edit other users from the Users page. Each user card shows a pencil icon when you are allowed to edit that account.

The Profile edit screen lets you change:

  • Personal information such as name, email, and job title
  • Contact numbers
  • System-level Roles (for example User Administrator)
  • Active status for accounts other than your own

Users without edit_user can still edit their own profile through Edit Profile in the account menu. See Main Profile.

Edit a User

  1. Open Users from the left navigation.
  2. Find the user you want to update.
  3. Click the pencil icon on the user's card.
  4. EisenVault One opens the Profile edit form under Account.
  5. Update the fields you need to change.
  6. To assign or remove a system-level role, use Roles and choose from the list. Role tags appear below the selector; remove a tag to unassign a role.
  7. To deactivate an account, turn off Active. This option appears only when you are editing someone else's profile.
  8. Click Update Profile.

Example Walkthrough

  1. Open Users and locate the account you want to change. The pencil icon on a card opens the edit form.

    Users page with the edit icon on a user card highlighted

  2. Update the profile fields and roles, then save your changes.

    Edit Profile form with Update Profile highlighted

Expected Result

  • The user's profile details are saved.
  • Assigned system-level roles take effect according to your EisenVault One role model.
  • If you disabled Active, the user can no longer sign in until the account is re-enabled.