Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Once users are created in RTA Web, it may be necessary to edit user information or even delete users who no longer need access or have the left the organization. Keeping the user list accurate is a critical component to ensuring the security of your information and efficiently managing user licenses.

Table of Contents
minLevel1
maxLevel7

Editing User Information

It may be necessary to edit the users name, email address, or even update a password. See more below on these processes.

Note

Only users with access to the corresponding Users area as part of their user group will be able to make these edits/changes. Refer to User Groups for more information.

Editing a User’s Name

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Update the name as necessary

  4. Click the check mark to save

Editing a User’s Email Address

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Update the Email as necessary

  4. Click the check mark to save

Resetting a User’s Password

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Click Update Password

  4. Update the Password as necessary

  5. Click Confirm

Changing Personal Password

...

Click on the name displayed in the top left corner of the page

...

For Current Password, type in current password

...

For New Password, type in the new password

...

For Confirm Password, re-type the new password

...

Tip

It’s a good practice to then have the user update the password after the reset. Refer users to

Edit User Groups

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Click Manage in the Assigned User Groups Panel

  4. Add any new user groups and the areas where that would be applicable

  5. Uncheck any removed user groups from specified areas

  6. Click Save

Refer to Creating New Users for detailed information on the Assigned User Groups Panel.

Deleting Users

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Click the appropriate option at the top

    1. Disable will disable access until enabled but keep the user information in tact

    2. Delete will remove access and the user profile from the system

Panel
panelIconId1f3c1
panelIcon:checkered_flag:
panelIconText🏁
bgColor#E6FCFF

A user can also be removed from one or more user groups without deleting their entire profile by accessing the User Group section. Refer to User Groups for instructions on how to do this.