Updating User Account Information

As a Project Administrator, you'll have permissions to view the user accounts of everyone who has access to your project. This is useful for updating the passwords of people who may have lost them, updating email addresses and other information for people who may have changed them and been unable to update these things themselves, or to create new users to access your the project you administrate. In order to do all of these things, you'll need to go to the Edit Users screen. To edit user account information, go to the Administration menu and scroll down to Users. A side menu should pop out, and in this menu you'll select Edit Users...

The 'Edit Users' window will look like the one above. In this window you're able to update user account information by adding to or changing the fields next to First Name, Last Name, Email, Phone, and Fax. If you are a project or user administrator, you have access to more users than just yourself and can select the user you wish to edit from the list on the left. This is the same for the 'Company' drop-down box. You're only able to assign yourself (or others) to the companies that your user account has permission to view.

When changing a password, you'll need to type the password twice: once in the password field box, and again in the confirm box. Passwords must be a minimum of seven characters long, must contain a mixture of upper and lower case characters and may include numbers and special characters. You may not use the account name or the person's real name anywhere in the password, even if only partially.

The email address shown in this screen is the only way the iProject knows where to email someone. Changing this email address will also change the location that the iProject sends activity reports and upload reports. Lastly, unchecking the Active Account checkbox will invalidate any sessions the user has active and deactivate the account. Be very careful about unchecking this box whether it be for your account or someone elses. When creating a new user, you'll also need to make sure you check this box or the account will not be activated. When you've finished making changes to the user account information, click the "Update" button. The account information will be saved and you can close the window.

To create a new user, you can either go to the Administration menu, scroll down to Users then select New User or you can click the New... button in the Edit Users window. The window below is what you'll see when you create a new user, and its fields work exactly as described above. There is also a button to create a new company in this window, and its information is similarly self-explanatory. Not all Project Administrators will have permission to create new companies, however. If you require the permission to do this and you do not have it, you'll need to speak with your iProject Server Administrator.

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