Using the Edit User Window

How to use the Edit User window

Use the Edit User window to update user information, such as passwords, permissions, and license status. For details about the fields in this window, refer to Using the Add User window.

If the user was added through another application, a Managed with Single Sign-On checkbox appears at the top of the window. This checkbox is always disabled. When it is selected, the Username, Display Name and Email fields become read-only. The Password field is hidden. 

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

2. Click any username 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, where you can view and assign roles to the user. Each user must be assigned at least one role, and forms are assigned to roles. When the user logs into the app, they will see the forms associated with their assigned roles. Users can have multiple roles.
5. Click the Devices tab to open the Devices tab, where you can 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 during a sync.
6. Click Save to save your changes.