A - Change user details


A - Change user details

System Managers can change contact details or preferences for users in their own firm:

  1. Display the Maintain User screen:
    • Click system administration icon to display the External System Administration screen.
    • Select User | Maintain User... to display the Maintain User screen.
  2. Search to display the user's details:
    • Click Search to display the External Search screen.
    • Enter the search criteria, search and select the user from Search Results.
  3. Select the Contact Details tab:
    • Change the user's details as required.
  4. Select the Preferences tab:
    • Change the user's preferences as required.