CA RiskMinder Administration Guide › Managing Administrators › Updating Administrator Information

Updating Administrator Information

Note: To update administrator information, you must ensure that you have the appropriate privileges and scope. The MA can update any administrator. The GAs can update all the administrators (including other GAs) in their scope, except the MA account. The OAs can update all other OAs and UAs in their purview, while UAs can only update their peers within their scope.

To update an administrator’s basic details (such as first, middle, and last names, contact information) and their administrative role, password, and management scope:

1. Ensure that you are logged in with the required privileges to update the administrative user.
2. Activate the Users and Administrators tab.
3. Under the Manage Users and Administrators section, click the Search Users and Administrators link to display the corresponding page.
4. Enter the partial or complete information of the administrator whose account you want to update (as discussed in the preceding section) and click Search.

   A list of administrators matching the search criteria appears.

5. Click the <user name> link of the administrator whose account you want to edit.

   The Basic User Information page appears.

   Note: This page also displays the User Account Information (Account Type, AccountID, and Status) if any account type was configured.

6. Click Edit to change the administrator information on this page.
7. In the User Details section, edit the required fields (First Name, Middle Name, and Last Name).
8. In the Email Address(es) section, edit the email addresses for the email types configured for the organization.
9. In the Telephone Number(s) section, edit the telephone numbers for the telephone types configured for the organization.
10. In the Custom Attributes section, edit the Name and Value of the custom attributes.
11. You can either click Save to save the changes made and return to the User Information page, or you can click Next to proceed with additional configurations.

    Note: If you don’t see a Next button, it means that no account type has been configured for the organization. In this case, click Update Administrator Details and go to Step 14.

    If you click Next, then the User Account page appears.

12. In the User Account section:
    • Edit the Account Type and Status fields.
    • Expand Advanced Attributes to add AccountID Attributes for the account ID.

    Note: If this is the first account ID you are creating, you must click Add to add an account ID before you can update it. For more information on adding an account ID, see "Creating Account IDs".

    • Provide values for any Custom Attributes that are configured for the account type.
13. Click Update Administrator Details.

    The Update Administrator page appears.

14. In the Role section on this page, change the role of the administrator by using the Role drop-down list.
15. In the Set Password section:
    • Set the Password and Confirm Password for the administrator.
    • Select Lock to lock the administrator’s credentials for the Credential Lock Period, which you can specify in the From and To fields.
16. In the Manages section, select the organizations that the administrator will manage.

    You can also remove the organization from the administrator’s scope by moving the specific organization from Selected Organizations to Available Organizations.

17. Click Save to save the updates.