How to Manage a User's Profile

In the Administration > Users > Add User in the left navigation, you'll see the User Add/Edit form.

User Add/Edit form

Click on the various tabs to get more information on the data that is entered on that tab.

• User General Tab
• User System Roles
• User Custom Fields
• User Preferences
• Single Sign-On
• Resource Info
• Users Groups
• User Photo

You can also add users in bulk using the Import Users from Excel feature or Copy an Existing User if the new user is similar to an existing user's roles and information.

Edit a User

Either use the User Add/Edit form or right on inline edit the user list.

Edit the User from the Add/Edit form

1. In the Admin column, click the Edit icon for the user
2. Or you can right click on the User and select Edit User (full) 
3. The User Add/Edit form appears (see above for individual tabs)

To Edit the User on the User List

1. Click any Yes/No hyperlink to toggle it
2. All other hyperlinks launch an edit layer for that field

Once you add new users, you can track the total user count at the bottom of the User Admin page to stay within licensed users.

Adding Resources - Adding a User