You can edit existing users to update their information, adjust their permissions, and control their access. This helps ensure users have the right level of access based on their role.
Steps
Go to Users
Click on the user you want to edit
Update the user details or permissions
Click Save once you are done
User details
Only administrators, system technician and user-defined users with access to security settings can view and edit this page. Learn more about permissions here.
When you open a user, you can view and update their profile. You can:
See when the user was invited
Check if login is enabled
See if their email is verified
Check if two-factor authentication is enabled
You can also update:
First name and Last name
Title
Permissions
Department(s)
Upload their photo
Disable login
Delete user
Permissions
You can update the user’s role and permissions if their permission needed to change along the way. Change the role under Permissions, for example:
Administrator
Case handler
System technician
Statistics viewer
You can also adjust company permissions, such as:
Cases
Statistics
Users and departments
Settings
Security settings
Once you select any option from company permissions the permission of the user change to User defined.
Manage access
At the bottom of the page, you can control the user’s access:
Disable login: Prevents the user from accessing the platform without deleting their account.
Delete user: Permanently removes the user from the system. You need to disable login first to be able to delete the user.
We’re here to support you. If you have questions reach out to us directly via the Messenger icon in the bottom right corner of your screen, or send us an email at support@whistleblowersoftware.com