Manage user settings in my organization
What does it mean to manage user settings?
As an administrator, you may be called upon to help your users with their account settings from time to time. With eAuditor, you can perform a range of tasks via the web app to assist your users in the field, such as removing registered devices, customizing account notification settings, resetting account passwords, and more.
As an administrator, you may be called upon to help your users with their account settings from time to time. With eAuditor, you can perform a range of tasks via the web app to assist your users in the field, such as removing registered devices, customizing account notification settings, resetting account passwords, and more.
What you'll need
- Any eAuditor Plan
- Web app
- "Platform management: Users" permission
- Full seat
Manage a user's settings
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Users.
3. Click the user’s name.
4. Click Settings iconSettings on the upper-right of the page.
5. On this page, you have the option to manage the user’s settings in the following tabs:
- User settings: Edit the user’s seat type, permission set, name, email, account time zone, password, and user details. Please note that if a user is a part of multiple organizations, you won’t be able to edit their email or password.
- Training: View the courses assigned to the user and their respective certificates.
- Noti
- fications: Edit the user’s notification settings.Devices: View and remove devices registered to the user’s account.
- Templates: View which templates the user can access and the access level over each template.
- Groups: View which groups the user is a part of.
- Sites: View which sites the user is a member of. This tab is only visible to users with “Platform management: Sites” permission.
- Credentials: View a user’s credentials. If you have the “Platform management: Credentials” permission you can also manage other user’s credentials.
Bulk manage user settings
1. Log in to the web app.
2.Click your organization name on the lower-left corner of the page and select Users.
3. Check the boxes on the left-hand side of the users’ names.
4. At the bottom of the page, click Edit and update one of the following options for the users:
Time zone: Select the time zone you want to update to and click Edit.
Permission set: Select the permission set you want to change to and click Update.
Seat type: Select the seat type you want to change to and click Confirm.
Group membership: Select the groups you want to add the users to and click Save.
Site membership: Select the sites you want to add the users to and click Save.