Overview
The Account Settings User Update page is used to enter or edit create an account for a user's account information.
Toolbar and Action Buttons
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Button | Function | |
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Save and Return | Save the data and return to the previous page | |
Cancel | Cancel any changes and return to the previous page |
Save
Save the data and stay on the current page
Reset Password
Sends the user an email with a link allowing them to change their password
Selector Panel Tabs
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Info |
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Will only display to users with a System Setup role |
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Content
User Information: The user's First Name, Middle Initial (optional), and Last Name
Account: A unique username and Email Address
Active: By default, the active box is checked. A user can be set to inactive if they won't need their account for a period of time. If the user will never need their account, they should be deleted instead of set to inactive. The audit trail associated with their account is retained.
Verified: Once the users verifies their account, this box will get checked
AB Version: If displayed, used by Studytrax support only
Steps
- Enter the User Information fields for the new user
- Create a Username (it must be unique)
- Enter the user's Email Address
- Click Save and Return
- An email will be sent to the user with a link for the user to verify their account and create a password
Additional functionality on the User Update page is the same as the User Overview page.