The user account you use to log into Resolver must have Administrator or the User Management or Settings Management advanced permissions to edit users. If you are an Administrator, please refer to the Edit a User article.

Please see the Languages Overview article for more information on using an alternate language setting.

Please see the Access Your Data Warehouse Settings article for Orgs that have Data Warehouse enabled. 

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click User Management. 

Administrator Settings Menu

3. Enter a user's name in the Search field to narrow the search results. 
4. Click the name of the user you want to edit. 

User Name

1. From the Edit User screen, you can edit the following fields under the User Profile section:

• First Name: Click the First Name field to change to the user's first name.
• Last Name: Click the Last Name field to change to the user's last name.
• Email Address: Click the Email Address field to change to the user's email address.
  • The following are different situation that can occur when change a user's email address:
    • If the Administrator who changes the email address is a member of all the same Orgs as the user. The email address change will take effect immediately.
    • If the Administrator who changes the email address is not a member of all the same Orgs as the user. The user is moved to a Pending state and must click a Verification link for the changes to take effect. The Administrator can also Resend Email Confirmation or Cancel Changes.
    • If the user is logged in to the system. The user will see a system notification at the top of their screen, indicating Email Updated.
    • If the user is not logged in to the system. The user will be redirected the next time they log in. The user must log in on the redirected screen using their original email address. On successful login, the user will see an Email Updated confirmation message.

2. Once you make a edit to one of these fields, click the Change User Information button to save the changes. 

   

   Change User Information Button

3. In the Account Status section, select the Enable User Access toggle switch to enable (blue) or disable (grey) a user profile.

   Enable User Access Toggle Switch

4. Select a Language preference from the drop-down menu to change the system's language setting. Before you can set an alternate language setting, an Administrator needs to download a language CSV file from the system, map language translations to the user interface text, and upload the CSV file for use within Resolver.

   Note:
   The default language setting in the user's browser will take precedence over Resolver for language translations.

5. In the User Memberships card, users will have a different view depending on which user type was selected in Step 2. Each tab in this section includes a count of how many of the designated memberships the user has. 
   • For all user types, the User Groups tab shows the user groups the user is enrolled in. To add a user to a user group, select the user group from the Select which User Groups(s) this user is a member of drop-down and click the Add button.

     

     User Groups Tab

     Best Practice:
     We recommend adding users to a user group via the User Memberships section to more accurately manage permissions for all the users in the same group.

     • Click a User Group to open the Admin: Edit User Group screen to view further details, remove, and add a user to the user group.

       

       Edit User Groups Screen

   • For all user types, the Roles tab shows the roles the user is enrolled in. To add a user to an individual role, select the role from the Select which Role(s) this user is a member of drop-down and click the Add button.

     

     Roles Tab

     •  Click a Role to open the Admin: Edit Role screen to view further details, remove, and add a user to a role.

       

       Edit Role Screen

6. Click the Done button to save your changes.

   

   Done Button