Modify/Delete Users

Use the Modify/Delete User Screen to change a user’s profile or delete an existing user from the Service.

 

  1. Enter the organization number applicable to the particular user.
     

  2. Enter the user’s last name (or at least the first character of their last name.)
     

  3. Click the List Users button to begin the search. A list of possible users will display. (Up to 25 users will be displayed per screen.)

    The Modify/Delete User Screen will display all current users who match the search criteria.
     

  4. To modify a user, click on the appropriate hyperlinked User Name. The Modify User Screen displays. You may change any presented information for that user. (If the search was incorrect, you can click Previous to return to the search screen.)

    NOTE: The purpose of the modify user function is to update general user information. If a change in the organization number, User ID, or security level of a particular user is desired, the best action is to add them as a new user and delete the old user ID. (You must use a new User ID for the new entry.)
     

  5. To delete a user, select the “Delete” radio button corresponding with their name. Click the Delete User button.
     

  6. You will be presented with a deletion confirmation screen. Verify that you want to delete the user profile presented and click Confirm Delete. If you do not want to delete the presented user profile, click Previous.
     

  7. You will be presented with a delete user verification screen. No deleted User ID may be used again within any particular organization.
     

  8. Click the Main Menu button to return to the main menu or Logout to log out of the system.