Modifying users

As a platform administrator, edit the user details and group membership for a user.

Before you begin

  • To manage users, user groups, and roles in the User Management view, your system must be configured to work with a Lightweight Directory Access Protocol (LDAP) user registry. For more information, see Configuring an LDAP user registry.
  • To create and modify users, all the user attributes must be mapped to fields in your LDAP user registry. For more information, see Mapping user attributes to fields in LDAP.
  • You can edit the UserManagementUidCharacterValidation system property to configure extra validation to apply to user IDs. For more information, see Configuring extra validation for user IDs.
  • By default, a user can be saved with no assigned user groups. To change this default configuration so that a user cannot be saved without at least one assigned user group, edit the UserManagementAllowUsersWithoutUserGroup system property. For more information, see Configuring the assigned groups system property.

Procedure

  1. From the Administration or Solution Administration navigation menu, click Platform Administration > User Management.
  2. Click Manage Users. The existing users are displayed. To filter the list of users, enter a full or partial value for user ID, first name, last name, or email in the filter.
  3. To search for a user, enter a full or partial value for user ID, first name, last name, or email in the filter.
  4. Click Edit to modify the selected user. The Modify User wizard is displayed.
  5. Make any changes that are necessary to the first name, last name, email address, external ID, job title, preferred language, and time zone for the user.
  6. Click Next to go to Modify User. Step 2 of 2: Group Membership.
  7. To add the user to one or more user groups, select the user groups in the Available user groups list and click the arrow button to move them to the Assigned user groups list. To filter the list of groups in either list, enter a full or partial group name in the filter for that list.
  8. To remove the user from one or more user groups, select the user groups in the Assigned user groups list and click the arrow button to move them to the Available user groups list.
  9. Click Save.