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Editing an Existing User

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To edit an existing user,

  1. Sign in to Banckle Accounts .
    The Banckle Accounts - Profile Tab appears by default.
  2. From the Banckle Accounts default screen, click Users & Roles tab.
    The Users & Roles tab displays.
  3. From the Users & Roles tab, select the desired user and click .
    The User Details screen launches.
  4. On the User Details screen, edit the following information:
    • First Name: update the first name for the new user.
    • Last Name: update the last name for the new user
    • Password: update the password string for the new user.
      Password must contain at least six (6) characters.
    • Confirm Password: enter the password string once again to avoid any typos.
    • Title: update the title of the position held by the new user.
    • Department: update the name of the department for the new user.
  5. In the Product Permissions area, select the following information:
    • Permission Name: select to grant the access of the corresponding product to the new user.
      Select the check-box in the Permission Name column header to select all the rows in that column.
  6. In the Roles area, select the check-boxes to assign roles to the new user.
  7. Click Save.
    The User is successfully updated.

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