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Edit User - User Admin

You can change an existing user's:

  • First Name and Last Name
  • User Name (Kerberos) and Email address
  • Responsible for JV indicator
  • Blocked Indicator – blank means they can access the system, selected means that while they are define to the system, they are blocked from accessing it.
  • Active Indicator – Selected means the person is active user of the system, blanks means they cannot do access the system.
  • User Roles assigned to the person. If you remove a user’s roles, the system will move their expenses back to the previous person in the workflow history.
  • Reviewers and Verifier assigned to them
  • Password that allows them to sign into the system. Most commonly, you will do this to reset a forgotten password.

Here’s how:

  1. Select Edit User from the Administration menu.
    Select Account page
  2. Search for the user. You can use the arrow buttons to move through the list. You can also enter the user’s first or last name and click Search to find the person.
  3. Click on the user name – this brings you to the profile window:
    User Search page.  Enter desired user's information or select him from list of matches.
  4. Make your changes (if there are any to be made here).
  5. Click Next to continue to the Assign Reviewers screen.
    Assign Reviewer page
  6. Make your changes (if there are any to be made here).
  7. Click Save to save your work and return to the Administration menu.

Return to User Administration Topics Page

Reference Guide

Reference guides and documentation sets

Last Modified:

April 03, 2016

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