Editing User Logins (CLTX805)

To edit an existing User login, follow these steps:

Step 1            Log into CRM

Step 2            On the landing page, click on Administration from the main menu

Step 3            Hover over Permissions

Step 4            Click on the Users sub-category

Step 5            To edit a user, click on the user within the list

Step 6            Click the Edit option

Step 7            Update the desired User Detail fields:

• • • • • • Email Address
          • Username
          • First Name
          • Last Name
          • Phone Number (optional)
          • Default Product

Note: The Default Product field will only appear if more than one Marquis Product is enabled within the NEXT platform. It is used to identify which product the user login should open up into when logging in.

7.1                  Place a checkmark in the Require Password Reset to enforce changing the password at next login

7.2                  Uncheck in the Active box to disable the user login

Step 8            To change the image on the user, click on the image icon located above the email address field

8.1                  Click in the center to browse out to select an image file

8.2                  Use the blue square to crop the image to the desired look

8.3                  Click in the center, hold and drag to set the center of the image

8.4                  Once placement and look is set, click the Save button

Step 9            Click on CRM within the User Administration menu

9.1                  To add an additional role, click on the role within the list

9.2                  Click the single right arrow to select the highlighted role

9.3                  To remove a selected role, click on the role within the Active Role List

9.4                  Click the single left arrow to move it back to the list

Step 10         To change the institution assignment, click the Institutions tab

10.1                Click on the institution within the list

10.2                Click the single right arrow to select the highlighted institution

10.3                To remove a selected institution, click on the role within the Active Institutions List

10.4                Click the single left arrow to move it back to the list

Note: The institution must be selected in order for the user login to have access to the data within CRM.

Step 11         To modify the configuration settings, click on the Configuration tab

11.1                Click on the institution in the list

11.2                Click the drop-down arrow for Branch to select a default branch

11.3                Click the drop-down arrow for Officer to select a duplicate user, if one exists

11.4                To setup a log redirection, place a check mark in the Re-Direct Log Entry box

11.5                Select who will be responsible for the logs assigned to this user:

• • • • • • Officer – a specific officer will be selected to have the logs re-assigned to during this time frame
          • Group – a random officer will be selected from a group of officers to have the log re-assigned to during this time frame in an evenly round robin distribution

11.6                Designate the Date Range by typing the start and end date in the date boxes or selecting from a calendar box

Step 12         Click the Save button

Article Reference: CLTX805