Modifying User Details
To modify user details, you must have the Manage Organizations permission or at least the Manage Users permission in CentraSite.
Note:
Users who have the Manage Organizations permission have the Manage Users permission by implication.
You can perform the user modification tasks in the User Details page. The modification is broken up across the different profiles in the User Details page, which means that modifications done in each profile are independent of each other and must be saved individually.
If you are a user with the Organization Administrator role, you can change the values of the following predefined attributes - User Name and User Email Address.
If you are a user with the CentraSite Administrator role, you can additionally change the value of the predefined attribute - Owning Organization.
To modify the basic details of a user
1. In CentraSite Business UI, you can display the list of users in one of the following ways:
Using the Typeahead Search. In the Search box, click
Everything, and type the name of the user in the search text box.
As you type the partial text, CentraSite returns the list of users that meet your search text.
Using the Browse functionality. Click the
Browse link that is located in the upper-left corner of the menu bar.
1. In the Additional Search Criteria list, select Asset Types, and click Choose. This opens the Choose Asset Types dialog box.
2. Click the chevron next to Everything option button and select the User check box and click OK.
This displays a list of defined users in the Search Results page.
Through the Organization Details page. If you have the Manage Organizations permission, you can also use the
Organizations activity to view the list of users in an organization. Click an organization whose list of users you want to view, and then select the
Users profile in the
Organization Details page.
This displays a list of defined users in the Organization Details page.
2. Click the user whose details you want to modify.
This opens the User Details page. Also, the actions bar displays a set of actions that are available for working with the displayed user.
3. To modify the user's details displayed in the Basic Information profile, click Edit.
4. Modify the values for the user’s fields in the User Details page as required.
5. Click Save to update the user information.