Edit a User Account

As a manager, you may have to update the user accounts of collaborators attached to your Perimeter. This guide explains how to do it and which rules must be followed.

Open the List of Users in the Administration View

Navigate to the Administration section from the sidebar.

Select the Users option to access the user management interface.

The list displays all user accounts related to your Perimeter.

View User Details

All users can view the user list related to their Perimeters.

To view the details of a user account, click on the corresponding row in the table.

Understand Permissions for Editing

Note. Only users with the corresponding permission can edit user accounts. If you cannot edit, contact your administrator.

Edit Personal Information

On the user details page, First Name and Last Name are the only editable fields in the General Information section.

Click directly on the field you want to modify, and it will become editable.

A checkmark is displayed to show an edit has been made.

Edit the User Perimeter

Expand the Perimeter section to view and edit the accounts, companies, or stores assigned to the user.

Adjust the Perimeter by selecting or deselecting items, or adding new ones as needed.

Users Perimeter management is submitted to the following business rules:

A user can only attach to another user's Perimeter a company / store that they have in their own Perimeter
A user can not remove a company / store from a user's Perimeter if he does not have the rights on this company / store

Edit User Permissions

Expand the Permissions section to view the current permissions assigned to the user.

Select or deselect permissions as required. Use Select All to assign all available permissions.

Save Changes

After making all desired updates, click the Save Changes button to apply the modifications.

To discard the changes and return to the previous state, click Discard Changes.