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Edit a User's Details

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Level: Administrator

You can edit a user account and if you have come from the Directory module then the relevant user account will display.

  1. Navigate to Admin > User. The User Maintenance displays. 
  2. Click the user you want to edit. The Edit User screen displays.

The layout is identical to the Add a User screen, however, the fields available to be edited will be determined by the User Types you select. 

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  1. The Edit User screen contains the following:
Element Description
Delete User button 

This lets you delete a user.

Learn more in Delete a User.
Reset Password button 

This lets you reset a user's password.

Learn more in Reset Password by the Site Administrator.
Permissions section 

This lets you change the user to be a Site Administrator, or grant permission to Building Centers or All Centers.

Learn more in Grant a User Access to a Center.
User Information section 

You can edit the user's information.
Location Information section

Work Mode

Select the Work Mode either:

  • In-Office - User is assigned to a seat and can be a member of a neighborhood, usually in the office most days of the week.
  • Hybrid - User is assigned to a neighborhood section without a seat, usually they split their time between home and the office.
  • Full-time Remote - User does not require a seat or neighborhood assignment, as usually they do not come in to the office.

User’s access is based on the permissions defined within each module’s center, such as Customer, Operator, Site Administrator and the User Permission Matrix contains the details of the permissions.
Location

If needed, you can select a location for the user, either:

  • Search for the space - If you know the neighborhood name or the space code, enter it in the search field.
  • Browse to the space - Click the Browse button to browse to the space by selecting the Building, Floor, Locations. There is a filter to either display the Spaces or the Neighborhoods.

For example:

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If you want to know where on the floor plan the space or neighborhood exists, then click the clipboard_7bfe3f1a-b9b3-4cd0-baa4-cfd377a7931b.png Location icon and the floor plan displays.

If the space select is inactive or an unoccupiable space, the clipboard_e7ef7b88d6c876f2704884588c47767e0.pngIncorrect Assignment icon displays to the right of the space field to alert you to the incorrect assignment. 
Categories section 

This section let's you assign or change the user's category, such as the Organizational Hierarchy category.

Learn more in Assign a User to a Category.
Additional Information section

You can edit the additional information. 
  1. When you have finished, click the Save button. 

Find a User's Location

You will have the ability to show users that have rooms assigned to them in the Space Module. 

This requires that you and/or your company currently have the Space module as an active module in your setup. You could then select the Show in Space button and the users' location would be shown in a new Space Manager window. If you do not have access to the Space Module, then you will not be able to use this button.

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Add an Image (Avatar)

You can add an image to be used as an avatar for that user. 

  1. Navigate to Admin > User. The User Maintenance displays. 
  2. Click the user you want to edit.
  3. Drag and drop the image to the screen. 

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The Crop Avatar Image dialog displays.

  1. Drag the Sider to crop the image.
  2. Click the Save Image button.

The image is uploaded.