How to Update User Information
This guide provides step-by-step instructions on how to update user information in your system. This process is crucial for maintaining accurate and up-to-date user details that will sync with Legacy ECM.
Navigate to Security
- Access the Security Module: Start by navigating to the Security module from your main dashboard.
Locate and Select the User
Search for the User: In the User List, locate the user whose information you need to update. You can use the search function to find the user more quickly.
Select the User: Once you have found the user, click on their name to open their profile.
Select Edit
Edit User Information: On the user’s profile page, click the "Edit" button to modify the user's information.
Update User Information
- Enter New Information: Update the necessary fields with the new user information. Be sure to check that all information is correct and up-to-date.
Select Save
Save Changes: After you have entered all the required information, click the "Save" button to apply the changes.
Information Sync
- Sync with Legacy ECM: The changes you make will automatically synchronize with the Legacy ECM system, ensuring consistency across platforms. NOTE: Updates to the User Profile in Legacy will not sync with existing users in Suite.
Troubleshooting
- Need Assistance? If you encounter any issues while updating user information, please submit a ticket to customer support for further assistance.