Modifying an Existing User - Administration Portal - Current - Current - Ready - Hyland Experience - external

Use the Administration Portal to modify information and group membership for an existing user.

1. Open the Administration Portal.
2. Do one of the following:
   • On the Dashboard page, click Find User in the Users tile.
   • Select the Identity tab under the banner to display the Users page.
3. Select the user you want to modify.
   To filter the list of users, use the Search users by name or email field. To change how the list is sorted, click the header of the column you want to sort by.
   The user configuration pane is displayed.
4. Modify the following information as needed:
   • Username (required)
   • First Name
   • Last Name
   • Email (required)

   If you change the email address, a verification email is sent to the new email address after you save your changes.

   Note: If the user's email domain is assigned to an external identity provider, these values are updated to match the information provided by the external identity provider the next time the user signs in using federated authentication.
5. Use the User Groups section to update group assignments.
   • To assign the user to a group, select the group from the Unassigned list.
   • To remove the user from a group, select the group from the Assigned list.

   For information about creating groups, see Creating a User Group.

6. Click Save.
   The changes are saved, and a confirmation message is displayed.