Viewing and editing user information

You can view and edit user information if necessary. You must be an administrator to edit user information.

To view and edit user information:

  1. Click the Manage Users link on the Getting Started page.

    The Manage Users window opens.

  2. Double-click the user's row in the Manage Users window.

    The Edit User window opens.

  3. Edit the fields as necessary:

    Organization The user's organization. This field cannot be changed.

    Role

    Use the pull-down list to select the user's role as one of the following:

    • Administrator

    • Project Manager

    • User

    • Reviewer
    User ID The user ID for the user. This field cannot be changed.

    First Name

    The user's first name.

    Last Name

    The user's last name.

    Description

    The description associated with the user.

    Email Address

    The user's email address.

    Change Password

    Tthe user's password.

    Re-enter Password

    Re-enter the user's password.
    Shared Project Access - Team Only

    Select this option to restrict visibility of, and access to, shared projects. On the Manage Projects, Import/Export, and Project Search lists, only private projects and shared projects to which the User is assigned will be displayed. Disable the option to give the User full visibility to all shared projects. For more details about roles, see Roles.

    •

    This setting does not apply to administrators or project managers. For additional information, see Viewing and editing user information.
      • Some empty folders may not be visible. If a folder contains a project that is visible to you, then you will see the descendant folders of that folder (empty or not). Additionally, you will not see any empty folders (that do not contain projects) above that folder. Only the ancestor folders of that folder, if applicable, are visible.

    Force Password Change on Next Login

    Enable this check box to require the user to create a new password the next time he or she logs in.

    Send Email with Credentials

    Enable this check box to send email messages with log-in credentials to users when their passwords are changed.

    Active

    Disable this check box if the user is no longer active.
  4. Click Save if you made changes.

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