CA RiskMinder Administration Guide › Managing Users › Updating User Information

Updating User Information

Note: To update a user’s account settings, you must ensure that you have the appropriate privileges and scope. The MA can update information of any user. The GAs can update all users in their scope. The OAs and UAs can update information for users in their purview.

To update a user’s basic details (such as first, middle, and last names, contact information):

1. Ensure that you are logged in with the required privileges and scope to update the user information.
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 Search Users and Administrators page.
4. Enter the partial or complete information of the user 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 user whose account you want to edit.

   The Basic User Information page appears.

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

6. Click Edit to change the user information on this page.
7. In the User Details section, edit the required fields (First Name, Middle Name, 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. Update the User Status, if required.
11. Edit the Name and Value of Custom Attributes, if required.
12. 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: The Next button is available only if you have configured accounts for the organization.

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

13. In the User Account section:
    • Edit the Status, if required.
    • Expand Advanced Attributes to add AccountID Attributes and Custom 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".

14. Click Update to save your changes.