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Editing User Information (Administrators & Power Users)

Editing User Information (Administrators & Power Users)

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Editing User Information (Administrators & Power Users)

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Only Administrators can edit Dashboard privileges for a user. Power Users can edit all information for a user except Dashboard privileges.

 

Refer to these topics for more information on privilege levels: Administrator Privileges, Power User Privileges, Users Privileges, and Everyone Privileges.

 

To edit user information, do the following:

 

1.On the Dashboard home page, scroll to Contacts. Click on View/Edit Contacts. The Contacts Lookup screen appears.

 

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Contacts Lookup Screen Showing a List of Users
2.In the Contact Type field, scroll through the drop-down menu and select User.

 

3.To display the desired name, enter one of the following in the field next to Contact Type:

 

The % symbol to show all user names
One or more beginning letters of a name to show all names that start with those letters
The full name of the user to show only users with that name

 

4.Click Go and the desired name(s) appear under Contact Name in User Contacts sorted by Last Name.

 

5.Select the user name. The Contacts Editor screen appears displaying the information for the user. Administrators see all information for a contact including Dashboard Access information. Powers Users don't see the Dashboard Access information.

 

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Do not edit or delete User, Admin in the list of Users. This contact is set up to allow RevTrak Support access to the Dashboard when you need assistance.

 

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Contacts Editor Showing User Information for Jane Hanson Who Has Power User Privileges

 

6.Make the desired changes for the user in any of the following sections of the Contacts Editor:

 

 

 

 

7.Click on Update this Item to save your changes. A message appears indicating that your changes were successfully saved.

 

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You must click Update this Item to save your changes.

 

 

8.Click on Click here to return home to go back to the Dashboard.

 

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Other options for leaving the Contacts Editor include:

 

Clicking Cancel to leave the Contacts Editor without saving your changes and return to Contacts Lookup

 

Clicking here to go back to the Dashboard home page without saving your changes

 

 

Related Topics

 

Introduction - Managing Dashboard Users (Administrators & Power Users)

 

Adding a User (Administrators & Power Users)

 

Looking Up a User (Administrators & Power Users)

 

Editing User Information (Administrators & Power Users)

 

Contacts Editor Screen:

 

Deleting a User