Editing user information

The user list contains information about users with access to your boards site. You can edit this information, as well as upload photos and digital signatures for use with Approval and Questionnaires.

  1. Select Site Management on the main Navigation panel.

  2. To assist with searching a long list of users, use the filters at the top of the screen. You can apply more than one filter.

    1. To filter by committees, select the Filter by all committees dropdown menu, and then select the checkbox next to a committee name.

    2. To filter by role, select the Filter by all roles dropdown menu, and then select the checkbox next to a role.

  3. To edit a user's information, select Edit.

  4. You can select a field under the Account details section, including Cell phone, Email, Work address, or Work phone to update the user's contact information.

    Note

    Some contact information, including the user's first name and last name, may not be editable. Contact your Customer Success Manager to change this information.

  5. To add or replace a photo of the user, select Upload. If the user already has a photo, this button appears when selecting the photo itself. Browse your computer for the photo you want to use. The photo must be 120 pixels wide and 160 pixels high, and must be in JPG, GIF, BMP, PNG or TIF format.

    If the user already has a photo, you can also remove that photo by selecting Upload and selecting Remove from the menu that appears.

  6. To add or replace a user's signature, select Upload signature. If the user already has a signature, this button appears when selecting the signature itself. Browse your computer for the image you want to use. The image must be 210 pixels wide and 45 pixels high, and must be in JPG, GIF, BMP, PNG or TIF format.

    If the user already has a signature, you can also remove it by selecting Upload and selecting Remove from the menu that appears.

  7. Select Save to save your changes and collapse the user's entry.

  8. To update a user's password, select the More options icon and select Change password.

    Note

    If the user has access to multiple organizations, you may not see the option to change their password. If this is the case, contact Diligent Global Support for assistance.

  9. To update a user's security settings, select Manage security from the More options menu for that user. If your site has device authorization or two-factor authentication enabled, you can update the user's security preferences.

    Note

    If the Manage security option is not visible, device authorization or two-factor authentication has not been enabled for users on your site. Contact your Customer Success Manager for assistance.