Updating a User Profile for Another User
To update a user profile for another user on the Create User page:
- Navigate to the Edit User Profile Page
When setting up a Subcontractor account, the Edit User Profile page displays immediately after you create a create a username and password.
- To change your own profile, choose Edit User from under your name at the top of any page.
- To change another profile, access this page through the Edit link on the Browse Users page.
Note: Only Enterprise and Local Administrators may assign permissions to users.
- In the User Information section, complete all required fields marked with a red asterisk.
- In the Contact Information section, complete all required fields marked with a red asterisk.
- (Optional) In the Notification and Permissions section, select email and date formatting settings.
- Select each permission the user should have on the application.
Only Enterprise and Local Administrators can assign permissions to other users.
If you change user roles or permissions after creating the user profile, the user will receive an email about the change.
- Enter Notary information if you assigned the Notarise Documents permission to the user.
- Select Save Profile.
- A Status page confirms the profile has been updated.
- Users can also update their own profiles. The information they can change depends upon which permissions you granted in step 3.
Last Published Wednesday, July 10, 2024