How to Edit an Existing User in Assurance

You may need to edit an existing user for the following reasons:

1. Change a Lite User to a Full User.
2. Change their Name or Email (it is very important that for any new users, a whole new profile is created - do not edit over the top of an existing user for audit purposes).
3. Change their Business Unit.
4. Add a Default Escalation user to the profile so that a notification to them can be triggered in the event that the person does not complete their Action/Task or Checklist by the due date. This means when assigning a Checklist or Task/Action, every time you select the Default Escalation checkbox in Assignment Settings, a notification will be triggered in this event.

In this article, you will learn about:

• Editing an Existing User

Editing an Existing User

1. Select their name from the list of Users.

2. Select Edit under the User's Details tab.

3. Here you can make any required changes on their account and select the blue Update button to save the changes.

Note:

• To change a User Type, switch the top button between Full User and Lite User. If you switch to Full User, they may need to be provided with access rights.
• When selecting a Default Escalation user from the drop-down list, the names that appear will only be Full Users.
• The Business Unit field is a drop-down field.
• You can upload a user Photo on this screen.
• The mandatory fields are: User Type, Name, Email, Business Unit, Time Zone and Date Format.