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Eptura Knowledge Center

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 let's you delete a user.

Learn more in Delete a User.
Reset Password button 

This let's you reset a user's password.

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

This let's 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

You can edit the user's location information. The Seat Classification is either: 

Assigned

A user (employee) who has an assigned seat location and is usually in the office most days of the week. Also, they can be member of a neighborhood.

  1. When you select Assigned the Space field displays.
  2. If you know the space's name then enter it in the field or click Browse and locate the floor's space.

If the user is assigned to an inactive or unoccupiable space, the Incorrect Assignment clipboard_ed1f941e2ae7e9c54feb6fd31aac0fb9a.png  icon displays to the right of the Space field to alert you to the incorrect assignment. 

Hybrid

The user (employee) is assigned to a neighborhood section without a seat, usually they split their time between home and the office. 

  1. When you select Hybrid the Section field displays.
  2. If you know the section's name then enter in the field, or click Browse and locate the floor's section.

Remote

The user does not require a seat or neighborhood assignment, usually they do not come in to the office.

The user’s access is based on the permission defined within each module’s center. Learn more in Grant a User Access to a Center.
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.