Updating Users (Internal and External)
- John Kostakos
Overview
This page provides information on updating user information and status for both Internal and External Users
Authorization to manage user security is restricted. Only users with the “Security - Administrator” role may create or edit user information.
Updating User Information
To update user information:
Click on the Admin menu. The navigation menu will appear (if not already displayed).
Click Users from the navigation menu. The user list will be displayed.
Enter search or filtering information to locate the user record that needs to be updated.
Click Open to display the User Details.
Edit the data fields as needed.
Click Save.
For information on individual fields on the User Details, please see the https://windsorsolutions.atlassian.net/wiki/spaces/WindsorSupport/pages/560693775 support page.
Resetting Security Questions
If users have forgotten their security questions an administrator can reset them from the User Detail page. Resetting security questions will require the user to configure new questions and answers on their next sign-in
To reset the user security questions:
From the Users list page, Click Open to view User Details for the user.
Click Reset Security Questions in the detail page sidebar.
Inactivating or Re-activating Users
Users have a status of either Active or Inactive. Users in Inactive status cannot sign-in to nVIRO.
To Inactivate an Active user:
From the Users list page, Click Open to view User Details for the user.
Click Update Status in the detail page sidebar. A dialog page will appear.
Select Inactive as the Status.
Enter Status Change Effective Date and enter comments into the Reason for Status Change
Click Save.
To Activate an Inactive user:
From the Users list page, Click Open to view User Details for the user.
Click Update Status in the detail page sidebar. A dialog page will appear.
Select Active as the Status.
Enter comments into the Reason for Status Change.
Click Save.
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