13 Aug 2019

Edit a user's details in Collaborate

In order to edit a user's details, in the user section, find the user whose details you want to edit and then navigate to More actions > Edit details:

The User details screen is displayed:

Email address - Edit the email address of the user.
Organisation - You can view the organisation that the user belongs to. This is a non-editable field.
Group profile - Group profiles allow administrators to pre-define email preferences (on metadata only, not on modules or frequency) for the users that are applied to the profile.
External ID - This ID is linked to your active directory account. If you are bulk uploading users, this field must be populated. 
Department - This is the department that the user is a part of.
Practice Area - This is the area of law that the user practices. 
Public website profile ID - This allows a user to display a third party URL in their profile.
Roles - You can select whether you want to give this user System admin permissions and/or make them a key contact.
Status - The status of the user, which can be either Active, Archived or Disabled.
Invited - This is the date and time that the user was invited to the instance.
Last login - This is the date and time that the user last logged in.

Additionally, you can change a users picture, name and job title.

Click Save to save your changes. 

In addition, you can edit your profile via your profile dropdown. Click on your profile and navigate to My profile:

In the My profile screen, click Edit profile:

And continue editing your profile.

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