Editing a user record

Audience: Site Owner, Site Admin, Site Manager

Please note this product is in development and you may find videos and documentation don't reflect current functionality. 

Topic covers how to amend a user record to change a user's permissions and access to your site.

Timed transcript 

There are two ways to find user records:

• If you have a lot of editors on your site, you might find it useful to search on part of a name
• Enter a name in the search field and use the Filter button
• This returns search results of all matching records
• Use the Reset button to clear the search results and return to the full list of users
• If you only have a few editors on your site, scroll down the full list to find the record you want to edit

• The Edit button is located on the right of a user record in the People list
• Use the Edit button:
  • to change a user's role
  • to cancel their account
• You would have to cancel an account when the user was no longer working on your site

• The menu contains additional actions to that of the Edit User page
• Select the check-box next to the user's name in the People list
• This activates a separate drop-down menu of actions at the bottom of the screen
• Expand the menu to see actions for:
  • changing a user's role
  • cancelling an account
  • blocking the selected user
  • unblocking the selected user
• You might find blocking is useful if you wanted to temporarily suspend somebody's access to the site. For example, when they were on extended leave or while you investigated some kind of information security issue
• Please note the Update URL alias option is likely to be removed. This relates to the alias attached to the edit user page
• This alias is automatically generated when you add a new user and it wouldn't be useful to edit it

0:01
There are a couple of different ways to edit user records.

0:05
If you have a lot of editors on your site, you might find it useful to search on part of a name.

0:14
I've just entered my first name and I'm going to use the filter button.

0:20
This returns search results of all matching records.

0:24
And here you see there's an edit button to edit any particular record.

0:30
Let's just reset that.

0:34
If you only have a few editors on your site, you might find it just as easy to Scroll down.

0:42
This is my record, and it's the same edit button that you saw on the search results.

0:50
When you edit a record from here, you can change a user's role.

0:55
You can also cancel their account completely.

0:59
You would have to do this when somebody was no longer working on your site.

1:05
Let's return to the people area.

1:09
The other way you can edit is by selecting a check box next to somebody's name.

1:16
This then activates a separate action drop down menu.

1:21
When you expand this, you see a whole range of actions.

1:26
There's additionally one for blocking the selected user, also unblocking any selected user.

1:35
You might find blocking is useful if you wanted to temporarily suspend somebody's access to the site, perhaps when they were on extended leave or while you investigated some kind of information security issue.

1:51
Please note the Update URL alias option is likely to be removed.

1:57
This relates to the alias attached to the edit user page.

2:03
This alias is automatically generated when you add a new user and it wouldn't be useful to edit it.

2:11
And that is how you edit user accounts on your site.

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