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Editing User Accounts

To edit a user's account information from the Administration > Users page, perform the following steps:

Note: -_Only Registry Managers can edit user accounts in the AHOBPR Clinical Portal.

1. Click the Administration tab in the banner at the top of the page.

   The Administration > Users page displays.

   

2. Use the following methods to search for the user's account:

    Search by Username

   1. Enter any of the following search criteria in the Search By Username box:

      • username
      • first name
      • last name

      Note: -_You can enter a partial name in the box to search for the user.

   2. Click the Search button.

      If the user name is found in the system, the page will display the user in a table at the bottom of the page.

      

      Note: -_If necessary, use the numbered links at the bottom of the User/Roles section to locate the appropriate user.

   Search by User Type

   1. Use the Search by Type box to select the type of users that you want to locate: Active, Pending, and Inactive.

   2. Click the Search button.

      All users that match the type of user you selected previously are displayed.

      

3. In the ID column, click the user's ID number that corresponds to their user account.

   The Administration > Users > User.Name page displays.

   

   Note: -_The User.Name included in the title of the page will be specific to the user selected previously. For example, in the displayed figure, the user's user name is james.smith. The system displays the Administration > Users > JAMES.SMITH > page accordingly.

4. In the Edit User Account Information section, edit the existing information for the user as appropriate.

   The following table describes the information that can be edited in the Edit Users page.

   Edit User Account Information Fields

   User Information	Description
   Username	Enter the user's Active Directory user name. Note: -_Username is a required field.
   Full Name	Enter the user's full name to include their middle name.
   First Name	Enter the user's first name.
   Middle Name	Enter the user's middle name.
   Last Name	Enter the user's last name.
   Maiden Name	If applicable, enter the user's maiden name.
   Employee Number	Enter the user's employee number.
   Job Title	Enter the user's job title.
   Email Address	Enter the user's e-mail address.
   Telephone	Enter the user's telephone number.
   Fax	Enter the user's fax number.
   Change Status States	This selection is only displayed for Advanced Users. This option allows Advanced Users to search, review and change the status of Registrants on the Change Status page. Note: -_Advanced Users will only be able to view Registrants whose address is located in the selected states. You must select at least one state for an Advanced User to view the Change Status page. The system limits the total number of states to four.

5. Click the Save button.

   The system displays a prompt that shows the changes were successfully saved.

6. Click OK.
7. To deactivate this user account, click the Deactivate button.

8. Click the Close button to exit this page.

   The Administration > Users page displays.

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