Editing Users

Editing Users in admation


A user with admin permissions can edit existing users in admation. The easiest way to see if you have admin permissions is to check that you have an Admin button in your main menu.



To start, click the Admin button and head to Users. 



A list of all the employees with admation accounts in your organisation will be displayed from this screen.



Using Filters to Locate Your User 


Use the filters on the left hand side of the screen to locate the user you'd like to edit. Click Search once you're done. 


 


 
Click Reset Search to remove your filters.


 

Using Sorting to Locate Your User 


You can also click the sort icon Screen_Shot_2019-11-01_at_3.32.57_pm.png at the top of each column to sort users (from A-Z or A-Z). Click twice to toggle between the two options.




Editing a User 


Click the pencil icon Screen_Shot_2019-09-30_at_4.13.28_pm.png next to a user's name to edit their account details.



From the resulting page, you can: 

  • Update a user's first and last name  
  • Update their email address
  • See if a user has activated their account
  • Resend verification emails if a user needs to activate their account 
  • Change a user from enabled to disabled if they leave the organisation or no longer use admation
  • Turn on SSO if your organisation has SSO configured
  • Change the default organisation or sub-organisation where required
  • Update the time zone
  • Change system permissions
  • Select a user's default project role which is assigned when they're added to a project 
  • Update a user's department – if the department isn't here, check out this guide instead.
  • Update a user's task types – if the task types aren't showing, consider updating the department or check out this guide instead.
  • Update whether or not a user manages departments, and whether they can manage leave requests, create tasks or edit tasks in the system for any of their allocated departments;
  • Update a user's standard working and break hours for resource management, if required;
  • Update a user's profile picture – users can also update their own photos by following these steps
  • Add a code to attribute to the user


You cannot update a user's password on their behalf for security reasons. To update passwords, a user would need to follow these steps instead.

Click Save once you are done with your edits.

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