This article will show you how to edit an existing user and their information.

Important Note

• If you want to associate Organizations with a user, do so directly from the Organization Profile. Do not use the Organizations tab in the User Profile.

Instructions

1. Search and select a user
   
2. Hover over your desired account member and click Edit User
   
3. Edit the information
   
   
   
   • CivicPlus Platform Account Settings: If your account is connected to the Platform, you may click the button at the top of the screen to update account settings directly on the Platform
   • Basics:
     
     • Name: Provide first, middle, and last name
     • Date of Birth, Age Group: Provide birthday and general age group
     • Gender: Specify the gender of the user
       • Note: If you have enabled the Inclusive Gender Options setting, Non-Binary and Prefer Not To Say will show as options.
     • Note: Other Basics fields may change, depending on site settings
   • Address:
     • Address Line 1: Provide the street address
     • Address Line 2: Enter additional address information
     • Zip Code, City, State: Enter ZIP code, city, and state
     • Country: Select the country
     • County/Parish: Enter the residential county or parish
     • Residency Override: Select an option to indicate the user as a resident or non-resident
       • Note: Learn how to set residency to require staff approval. 
     • Apply Address Changes to Other Household Members: Check for any changes made to the address on this user to apply to all members of the account
   • Contact Info:
     • Phone 1-3: Enter phone number, type of phone, and the mobile carrier
     • Email Preferences: Click Add Email to enter an email address or set email preferences
     • Apply Contact Changes To Other Household Members: Any changes you make to contact information for this account holder will apply to all members of the account
     • Emergency Contacts: Add emergency contacts for the user
       • Note: If the Emergency Contacts Required organization option is enabled, you will be required to add the specified number of emergency contacts before saving the user. 
   • Account Settings:
     
     • Username: Create a username
       • Note: A blank field will default the email address as their username
     • Primary Email: Enter the main email address
       • Note: If the account is connected to the Platform, you will need to verify any changes to the primary email address. 
     • Generate Password: Select to create a default password for the user
       • Note: This option will only display for organizations that are not on the Platform. 
     • User Type: Indicate the user type
     • Deactivated User: Check to deactivate the user
     • User Access: Select access groups
       • Note: This option is not available for Public Users.
     • Override Code: This code is used to override permissions when another user does not have the permission required
     • Note: Account Settings information is optional (other than Primary Email), but would allow you to create a login for the user to use during subsequent registrations through the web
   • Reset CivicPlus Password: If your account is connected to the Platform, you may click the button at the bottom of the screen to update your password directly on the Platform
4. Click Save User