The Users page offers inline editing for many fields, including locations, user roles, report roles, mobile phone and active status, allowing administrators to quickly update user details without opening the full user record.
To update multiple users and fields simultaneously, learn more about bulk editing.
Security
Users must have the following permission to edit user details.
Administration → Users → Edit Users
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Inline Editing
The following fields can be edited directly on the page without opening the User Record.
Inline edits are automatically saved to the user record.
Default Location
Follow these steps to change the default location:
Click the current ‘Default Location’ to open the drop-down menu of available locations
Only locations that are assigned to the user in the 'User Locations' column can be selected as the Default Location.
Select the desired location
Only one default location can be assigned to the user
User Locations
Follow these steps to change the locations assigned to the user:
Click the current ‘User Locations’
Select the method for Location assignment:
All locations - This gives the user access to all existing and future locations
By location - This gives the user access to only the locations that are checked.
By legal entity - This gives the user access to all existing and future locations assigned to the chosen legal entity
By location reporting category - This gives the user access to all of the locations assigned to the child location reporting categories chosen from the listed parent location reporting category fields. As new locations are added to the selected child location reporting categories, the user will gain access to those locations as well.
Select/deselect the desired locations, legal entities, or location reporting categories, and click ‘Confirm’
User Roles
Follow these steps to change the user roles assigned to the user:
Click the current user roles to open the drop-down menu
Search for the desired role by typing part or all of the role's name into the 'User Roles' box
Add roles by selecting the desired user role from the list
Remove user roles by clicking the gray X icon
associated with the role, then confirm that the role should be removed.
Report Roles
Follow these steps to change the report roles assigned to the user:
Click the current ‘Report Roles’ to open the drop-down menu
Search for the desired report role by typing part or all of the role's name into the 'Report Roles' box
Add roles by selecting the desired role from the list
Remove roles by clicking the gray X icon
associated with the report role, then confirm that the role should be removed.
Status
Follow these steps to change the status of the user:
Click the existing status to open the dropdown
Select the desired status:
Active - The user will be able to access the system
Inactive - The assigned user roles are automatically removed, and the user will not be able to access the systemLearn more about deactivating users and the User Deactivation Checklist.
Mobile Number
Follow these steps to change the user's mobile number:
Click the mobile number field to open the inline editing box
Enter a new mobile number or edit the existing number
Mobile numbers must be entered without dashes in the XXXXXXXXXX format
