Editing a User
Portal administrators can edit user accounts on the End-User Portal.
You can locate the user to edit by starting with the List All commands in the Accounts & Users menu. For example, to list all partner user, choose the List All Partners command in the Users group of the Accounts & Users menu.
Follow the steps below to edit a user. Use the appropriate List All command to browse users of the correct type: List All Producers, List All Customers, List All Partners, or List All Self-Registered. (Not all user types are available for all users.)
To edit an existing End-User Portal user:
| 1. | Locate the user you want to edit by listing all users or searching for the user. |
| • | To search, click Accounts & Users > Search Users, enter your search criteria, and click Search. |
| • | To list users, click Accounts & Users > List All Customers, List All Producers, List All Partners, or List All Self-Registered. |
The End-User Portal opens the search results page.
| 2. | In the Users list, click the display name of the user you want to edit. This link opens the Edit User page. |
| 3. | Edit the values of any of the editable fields. User name (login name) is never editable. At least one role must be assigned. If a user was created as a member of the Home account, the account cannot be changed. If a user was created as a member of a Customer account, the account can be changed to some other Customer account. |
| 4. | Click the Save button to save your changes to the user. |
If the user is shared, the email containing a system-generated password is sent to a FlexNet Operations administrator (if you specified the administrator’s email address when the user was created). The administrator should log in to FlexNet Operations with the system-generated password, then change the password and keep a record of it. The administrator must send this new password to all users of the shared login.
See Also