Edit User Information

In this article, you will learn how to edit user information in your organization's account in the UtiliSync admin app.

Instructions

1. The Organization tab opens by default when you open the Admin Console. If you were working in other areas of the app, open the Organization tab.
2. Use the button to filter your list of users by status: Active or Inactive.

3. Click on a user from your list to edit their information.
4. Click on the toggle at the top right to Activate or Inactivate a User.
5. Click on any of these fields to enter or edit the user's personal information.

6. Edit the Permissions fields to change a user's permissions. If you are using UtiliSyncTMS for Locate Request tickets, use the toggles in this area to edit which abilities you would like this user to have. You can also use the dropdown to designate who this user Reports To.

7. If you are using UtiliSyncTMS for Locate Request tickets, use the toggles to edit which 811 Accounts the user has access to. Click on the Selected button to open a new info panel with all available accounts for you to choose from.
8. If you are using UtiliSync Inspect, use the available toggles to designate the User Type and if you would like the user to have permission to edit Scheduled Forms.

9. Use the toggles to edit the departments and abilities you want to give admin users.

10. Click to check the boxes of the TMS Locate Ticket Notifications you want this user to receive. We will be updating this process soon, we have much better ways for users to get notifications through our Workflows feature. Most accounts have already moved away from these checkboxes to Workflows, if that is the case for your organization, you can ignore this area of the User's info. Click Save when you are finished editing the user information.

Success! You can now Edit User Information for your Organization.