Editing a User's Information

To create or edit a user's information, do the following in the User Info tab:

  1. Access the User dialog box with one of the following techniques from the Users page (not shown) (Users):
    1. Click the New action button to create user profile from scratch.
    2. Select a record and click Edit to modify the user's profile, or Copy link to use it as the base for a new user profile.
  2. At a minimum, complete the required fields:
    1. User ID – the value used to log into RL6. It may contain a combination of alpha-numeric characters and underscores, hyphens or periods. It must be unique and can only be edited by an administrator with the proper permissions (Common Module Role Functions).
    2. First Name – the user’s given name.
    3. Last Name – the user’s family name.
    4. Email – the address where users should receive alert notifications, scheduled reports and other system-generated messages.
    5. Alternate Email – an additional address where users should receive alert notifications, scheduled reports and other system-generated messages.
  3. (Optional) Click View Audit Log to view any changes made to the current user profile, including the following actions:
    • User assigned role

    • User removed from the role

    • Assign user to a user group

    • Remove user from a user group

    • Profile created

    • Profile deleted

    • Profile updated

    • Batch users and scopes administration scopes published

  4. (Optional) Click Authenticate Externally. See Assigning External Authentication.
  5. (Optional) Click Reset Password to reset the user's password. See Reset User Password
  6. (Optional) Capture any specific information about the user profile in the Notes field.
  7. Click Save or access another tab to do any of the following: