There could be several scenarios where a user's details will need to be edited. These may include:

• If a user's details have been incorrectly entered into the system.
• If a user needs to be moved to a different User Group.
• You may need to activate a User Login or deactivate a User Login if, for example, an employee leaves the company.

Ribbon Access: Configurator > Security > User Management

The User Management screen will be displayed.

• Click on the expand button in the row of the group which contains the user whose details you wish to edit.
• In this image the Accounts Administration Group has been selected.

• The users frame will be expanded.

• You can either right click on the row of the user you wish to edit and select Edit User from the Process menu.

• Or, once you have selected the row of the user you wish to edit, you can click on Edit in the Process ribbon frame.

• The User Maintenance screen will be displayed and you can edit user details where necessary.

Edit

• User Details:
• System User Name: Backspace or type over the text in this box to edit it.
• First Name: Backspace or type over the text in this box to edit it.
• Last Name: Backspace or type over the text in this box to edit it.
• Active: Click on this check box to tick it (the user will become 'active'), or click on this check box to untick it (the user will become 'inactive').
• Default Site: You can click on the drop-down arrow and select from the drop-down list, an alternative Site, if applicable.

• Group Details:
• Group: You can click on the drop-down arrow and select from the drop-down list, an alternative Group, if applicable.
• User Type: This field is un-editable.

• Configuration:
• Trusted Connection: You can edit this check box if you are going to include a Domain Name.
• Domain Name: You can include or exclude a Domain Name.
• Access Accounts Database: You can tick this check box for the Group: to have access to the Accounts Database.

• User Applications:
• Nucleus Accounts: You can untick or tick this check box if the Group: will be allowed access to Nucleus Accounts.
• Nucleus Configurator: You can untick or tick this check box if the Group: will be allowed access to Nucleus Configurator.
• Nucleus Service: You can untick or tick this check box if the Group: will be allowed access to Nucleus Service.

Save

• When you have finished editing the user details -
• In this image the Default Site has been changed to All Sites.
• Click on Save.

• The user record is updated in the system.

• You will return to the User Management screen.