How to Edit User Details on Symba đď¸
Editing user details is a crucial function for admins to ensure that user information is accurate and up-to-date. This may be necessary for updating contact details, correcting errors, adjusting user roles, or reassigning departments and Launchpad groups as internal changes occur within your organization.
Accessing User Management
Log In: Ensure you are logged into your Admin account.
Navigate: Click on the dropdown at the top right corner of your screen and select âManage Usersâ. This will take you to the page listing all users in your Symba account.
Finding and Selecting a User to Edit
Search User: Use the search bar at the top left to locate the user you wish to edit. You can search by name, email, or other identifiers.
Access Options: Once you find the user, click on the three dots on the right side of their row to see options such as "Edit" and "Deactivate".
Note: For more information on Deactivating Users, check out our article on Managing Users.
Editing User Details
Edit User: Click on "Edit" to open the editing screen, which will appear as a pop-up.
Update Information:
Essential Details: Modify the userâs name, email, and user type.
Organizational Role: Update the department the user is associated with.
Group Assignments: Assign or change multiple Groups as needed.
Manager and Mentor Associations: For Pre-Participant and Participant users, link them with managers or mentors to facilitate guidance and support.
Submit Changes: After making the necessary updates, click "Submit" to save the changes.
Why Edit User Details?
Accuracy: Keep user profiles current to reflect true and accurate information.
Role Changes: Update details when users change roles or departments within the organization.
Support Structures: Ensure that Pre-Participants and Participants are correctly aligned with mentors and managers for optimal support.
Compliance: Regularly update user information to comply with internal policies and external regulations.
Pro Tips đĄ
Regular Review: Periodically review user data to catch and correct any outdated or incorrect information.
Confirm Changes: Double-check all edited details before submitting to avoid errors.
Communicate Updates: Inform users of significant changes to their profiles, especially if it affects their access or roles.
Troubleshooting
Non-Updatable Fields: If certain fields cannot be updated, check if they are restricted due to administrative policies or system settings.
Access Issues: Ensure you have the appropriate admin privileges to edit user details. If not, you may need to request elevated access.
Questions? We're always happy to help! Reach out to us at support@symba.io anytime or by using the chat widget found within your Symba account.
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