Who is this article for?

Administrators who want to learn to edit an existing user in the Assurance module.

Administrator permissions are required.

You may need to edit an existing user to change their user type, update their details, modify their business unit, or add a default escalation user to their profile.

1. Understanding when to edit a user

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

• Change a Lite User to a Full User
• Change their Name or Email (for any new users, create a whole new profile rather than editing over an existing user for audit purposes)
• Change their Business Unit
• Add a Default Escalation user to the profile so that a notification to them can be triggered if the person does not complete their Action/Task or Checklist by the due date (when assigning a Checklist or Task/Action, selecting the Default Escalation checkbox in Assignment Settings will trigger a notification in this event)

2. Editing an existing user

To edit an existing user, follow these steps:

1. Select their name from the list of Users.

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

3. Make any required changes on their account.
4. Select the blue Update button to save the changes.

Note: When editing a user, keep the following in mind:

• To change a User Type, switch the top button between Full User and Lite User 
  • If you switch a Lite User to a Full User, they may need to be provided with access rights
  • If you switch a Full User to a Lite User, you may be prompted to transfer any of their existing responsibilities to another Full User before proceeding.
• 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

Further reading

• Reallocating or removing a user's responsibilities in Assurance