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Editing a User's Profile in the User Directory Module

Updated

Description:

This quick guide outlines the steps required to edit a user's profile in the User Directory module.

 

Contents:

The following topics are included in this article:

  • Section 1 - Accessing the User Directory Module
  • Section 2 - Locating the User
  • Section 3 - Opening the User's Profile
  • Section 4 - Editing the User's Profile
    • Option A - Updating the User's Information
    • Option B - Adding a User Image
    • Option C - Deleting a User Image
    • Option D - Updating the User's Contact Details

Section 1 - Accessing the User Directory Module

  1. In the Sidekick, click the More menu, then click Administration within the drop-down list.
Administration.png

 

  1. In the Administration menu, within the User management drop-down list, click User directory.
pcs user directory.png

 

  1. The User Directory module is displayed.

 

 

 

Section 2 - Locating the User

Locate the applicable user by searching for a user or by scrolling through the user list as indicated below.

 

Option I - Search for a User

  1. In the Find user search field, enter a portion of the user's name.

Note: As data is entered, results will automatically display all users containing the search term.

 

 

 

  1. To further narrow down results, use the filter drop-down menus.

 

 

 

Option II - Scroll Through the User List

  1. Scroll through the user list to locate the applicable user(s).

 

 

 

Section 3 - Opening the User's Profile

After locating the user, open the user's profile by performing one of the following options:

Option I

  1. Double-click the applicable user row.

 

 

 

Option II

  1. Within the applicable user row, click the More Options menu, then select View profile.

 

 

 

Section 4 - Editing the User's Profile

  1. In the User Information section, click the Edit button.

 

 

 

  1. In the Edit user information dialog box, several options are available:

 

 

 

Option A - Updating the User's Information

Update the following fields as needed:

  • First name - Required field.
  • Last name - Enter the user's last name.
  • User name - Ensure a unique name for login.
  • Birth date - Enter or select via the calendar icon.
  • Status - Set to Active or Inactive.
  • Color - Select the user's color theme.

 

 

 

Option B - Adding a User Image

  1. Click the Insert image icon (visible on hover).

 

 

 

  1. Navigate to the image location, select the file, and click Open.

 

 

 

  1. The user's image is now included in the image pane.

 

 

 

Option C - Deleting a User Image

  1. Click the Delete image icon (visible on hover).

 

 

 

  1. The image is removed and defaults to the user's initials.

 

 

 

Option D - Updating the User's Contact Details

  1. In the Contact details section, update information and preferred contact method.

 

 

 

  1. After updates are complete, click Save.

 

 

 

  1. The user's updated profile is displayed.

 

 

 

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