Skip to content

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. Click a user's name to open their Profile page.

The Profile edit screen lets you change:

  • Personal information such as email, first and last name, job title, and Storage quota
  • Contact numbers
  • System-level Roles (for example User Administrator)
  • Account Status (active or inactive) 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 user's name.
  4. EisenVault One opens the Profile form. Job Title is optional.
  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 Account Status. 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. Its name opens the profile.

    Users table with the Status filter open

  2. Update the profile fields and roles, then click Update Profile. Archive User sits beside it; see Archive a User.

    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.