Help: Organization - Update Users

NOTE: Only IT Administrators and the IT Super Administrator can access this page.
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Update a User's Information

NOTE: Only IT Administrators and the IT Super Administrator can view or update a User's information.
Update Basic Information

Enter basic User information in the fields provided inside the Basic Information box.

In order to save User information, fields marked with a red asterisk (*) may not be left blank.

Tab or scroll down to proceed to the Roles and Service Area / Program boxes.


Update User Role(s)

Check boxes to assign one or more User roles.

For information on the privileges for each role in the system, please see the Roles and Privileges Matrix.

Tab or scroll down to proceed to the Service Area / Program box.


Enter Service Area(s) and Program(s)

Check boxes to assign one or more Programs.

To assign all the Programs within a given Service Area, click the box marked "All" under Program(s) in the row bearing the given Service Area's name.

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Save a Newly Entered User

NOTE: Only IT Administrators and the IT Super Administrator can save new Users.

To save a newly entered User, tab or scroll to the bottom of the page and click the Save button.  (Clicking Cancel will return you to the Users Listing without saving the new User.)

In order to save User information, fields marked with a red asterisk (*) may not be left blank.

When you update a user's access to Service Areas and Programs, the user's "My Clients" list may be affected. If you remove access to a Service Area or Program, and the user has Clients in that Service Area/Program, those clients will be removed from the user's "My Clients" list.

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Reset a User's Password
Inactivate/Activate a User
Unlock a User

NOTE: Only IT Administrators and the IT Super Administrator can manage Users.

These tasks can be accomplished at the User Listing page.

To access this page, click on the "Back to Listing" button.

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Delete a User
Add a User

NOTE: Only IT Administrators and the IT Super Administrator can add Users.

Users can be added at the Organization - Add Users page.

To access this page:

  1. Return to the User Listing by clicking on the Back to Listing button.

  2. Click on the "Add a New User" link on the right just above the listing of Users.

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