Modify a User

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These instructions are for an administrative user at a corporate customer who wants to modify information about a user within their own organization.

If you are an administrative user at a financial institution and you want to modify information about a user at a corporate customer, use the instructions titled "Modify a Corporate Customer User" found in the System Administration help system.

To modify user information:

  1. Select Admin from the navigation bar.

  2. Select User to display the User Administration page.

  3. Select the user you want to change, and click to display the General Tab on the Modify User page.

  4. Change the necessary information on the General Tab.

  5. Click Save to update the user record, or click the Permissions Tab to change information about the activities the user can perform.

  6. Change the necessary information.

    For detailed instructions on changing a user's permissions, see Maintain User's Permissions.

  7. When you are done, click Save.

    The system updates the user record and displays the User Administration page again.