A - Change user details
A - Change user details
System Managers can change contact details or preferences for users in their own firm:
- Display the Maintain User screen:
- Click
to display the External System Administration screen. - Select User | Maintain User... to display the Maintain User screen.
- Click
- Search to display the user's details:
- Click
to display the External Search screen. - Enter the search criteria, search and select the user from Search Results.
- Click
- Select the Contact Details tab:
- Change the user's details as required.
- Select the Preferences tab:
- Change the user's preferences as required.