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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

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Cancel

Cancel any changes and return to the previous page

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Save

Save the data and stay on the current page

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Reset Password

Sends the user an email with a link allowing them to change their password

Selector Panel Tabs

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Attributes

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Roles 

Info

Will only display to users with a System Setup role

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Preferences

Tip

Only displays when the page is accessed through my account.  Does not display when the page is accessed through System Setup

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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

  1. Enter the User Information fields for the new user
  2. Create a Username (it must be unique)
  3. Enter the user's Email Address
  4. Click Save and Return
  5. 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.


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