Using the Edit User Window

How to use the Edit User window

Use the Edit Users window to make changes to user information such as passwords, permissions and license status. See Using the Add User window for information about the specific fields in this window.

If a user was added using another application, a Managed with single sign-on checkbox appears at the top of this window. This field is always disabled and when marked, the Username, Display Name and Email fields are display only and the Password field is hidden.

1. From the Administration menu, click Users to open the Users page. 

2. Click any username line in the list on the Users page to open the Edit User window.

   
3. Make changes to the user information, as needed. 
4. Click Roles to open the Roles tab to view and assign roles to the user. Each user is assigned a role; then, forms are assigned a role. When the user logs into the app, the forms assigned to their role are shown on the device. At least one role must be created. A user can have multiple roles. 
5. Click the Devices tab to open the Devices tab view device usage information, including the device ID, manufacturer, model, type, platform, version and recent activity. This information is updated when a form is submitted or upon a sync.
6. Click Save to save your changes.