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Editing an Existing User in the Explore Portal

Administrator
2015-07-21
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in How-To

Follow the instructions below for assistance on how to edit an existing user in the Explore portal.

Solution: Edit user profile

1. To edit an existing user, navigate to the Account tab.

2. Select the Users sub-tab.

3. Select the desired user from the user list.

4. Select the More Details button to edit the selected user.

5. A number of details and configuration settings can be edited from this section.

  • To edit the user's General details: Select the Edit button, make any necessary changes and select the Save button when finished.
  • To view the user's Inbox: Select the Inbox sub-tab.
  • To edit the user's Messages (Preset & Canned Messages): Select the Messages sub-tab, select the Edit button next to the desired message, enter the message content, and click the Done button when finished.
  • To edit the user's Contacts: Select the Contacts sub-tab, select the Add button to add additional contacts, fill out the Create Contact form, and click the Done button when finished.
  • To view the user's History: Select the History sub-tab, and use the time & date range filters.

6. Click the Done button once you have finished editing the user profile.

NOTE: A sync is required once you have made changes to any of the areas outlined above.

 

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Related Pages

  • Deleting a User from the Explore Portal
  • Creating a New User in the Explore portal

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