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How to edit or delete user profiles

 

Eptura Knowledge Center

How to edit or delete user profiles

This guide is designed for Proxyclick administrators who wish to edit or delete users for one or multiple locations

Editing and deleting user profiles can only be done by someone with Administrator rights.

How it works

There are 3 ways to edit/delete user profiles:

  1. One-by-one: ideal for a fast update of a few profiles
  2. Bulk update via Excel upload: ideal for global update of a large user base without the IT project associated to automatic updates
  3. User Provisioning via LDAP or OneLogin: ideal for automatic updates (but requires IT project)

One-by-one update

  • Go to the Users tab on the left menu and select the user.

How to edit or delete user profiles 1.png

  • From their profile, click on “Edit” or “Delete”, or on the links to edit the infoHow to edit or delete user profiles 2.png

Bulk update via Excel upload

  • Go to “Colleagues”, then “Bulk upload”.How to edit or delete user profiles 3.png

     

  • Download the current list of users and make adjustments directly in the Excel file (delete users, add users, edit user details). Then upload the revised Excel file to make the changes effective.

User Provisioning via LDAP or OneLogin

The third option is to manage users (additions, deletions, updates) automatically through LDAP sync or integration with Onelogin.

 

 

 

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