CivicClerk - Edit User Details
OverviewThis article will show you how to edit User Details.
Instructions
- Navigate to the User Profile > Site Settings
- Select Users in the Users and Security category
- Click the blue Edit button next to the user in question
- Edit the user details appropriately
- Login: The login name for the user
- First Name: Enter the first name of the user
- Last Name: Enter the last name of the user
- Email: Enter the email for the user
- Phone Number: Phone number of the user, if applicable
- Title: Title of the user, if applicable
- Department: Department that the user is in
- Default Security Profile: Sets specific global permissions for that user; most users should be a Standard User
- Enabled: Check indicates the user is enabled to sign-in
- Hide from Staff List: Check indicates the user is hidden from the staff list
- Hide from Approvers List: Check indicates the user is hidden from the approvers list
- Can Access BoardView: Check indicates the user can access BoardView
- Can Access Boards & Committees: Check indicates the user can access Boards & Committees
- Which event templates I can create events: Check indicates the user can create events using the template
- What Agendas & Departments User Can See:
- Available Agenda Types: Select All or specific types
- Available Agenda Items By Dept: Select All, All Agenda Items Created By Me, All Agenda Items Created By Me or In My Dept, or Specific Departments
- What Areas User Can Access: Grant Read Only, No Access, or Full Access to areas in your site
- Select Save