Modifying client users

2019-08-06Last updated

After client users have been added to your integrator account, you can modify their information even if they have not yet activated their SmartOffice™ account.

What you should know

If the user is in the Waiting for Activation state, you can still modify or delete the user. This means that you can correct mistakes that you might have made when creating the user without having to wait for them to activate their account.

Procedure

  1. If your username is registered to multiple SmartOffice™ accounts, select an account.
  2. Click Configurations (), and then click the Additional users tab.
  3. Search for or select a user, and then click Edit details.
  4. In the Edit dialog box, modify the following, as required:
    First name
    The user’s first name (or given name).
    Last name
    The user’s last name (or surname).
    Phone number
    The user's phone number.
    Language
    The language of the user interface. The user must log off and then log on for this change to take effect.
    Identity provider
    The Internet site that provides the user with their user account, which enables single sign-on access to the system.
    Username
    The username of the valid user account that is required to log on to the system. To better manage your accounts, you can add the same username to multiple SmartOffice™ accounts and for different user levels. For example, the same username can be assigned for an integrator user in one account and a client administrator in another account.
    Note: The Username field can only be edited after the user has activated their account.
  5. (Optional) Clear the Same as username check box, and enter an email address if you want the user to receive emails at a different email address to the one in the Username field. Select this check box if you want the Username and Email address values to be the same.
  6. (Optional) If the user cannot find the original activation email that you sent, click Resend activation email. The activation email includes information on how to activate your SmartOffice™ account.
  7. Click Save.
Your changes to the client user are saved.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.