How do I amend an existing user record?

Summary

This article explains how to amend a user record in Platinum. It also provides links to articles on common changes to user records.

More Information

You may amend certain details and settings on a user record e.g. amend their surname, change their permissions or update their password.

The sections below provide guidance on common changes along with links to other helpful articles.

Amending an Existing User Record

Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".

• Enter the name of the user you want to amend and press [Search] (You can restrict the search to a specific department by using the <Advanced> button).
• Select their record and press <F5> or click [Edit] .
• Make any changes, e.g. amend their surname if they have got married, amend their email address if it has changed, amend their password if they have forgotten it.....!
• Click [Done] and [Accept] the changes.

Common changes

• Adding users to menus
• Deactivating a leaver
• Deleting user records - This is only recommended for user records created in error.
• Changing a Platinum password
• Changing a Platinum Online password
• User Permissions

See also

• Platinum Online
• How do I set up a new user?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

add, adding, create, creating, new, user, add user, create user, edit user, new employee, new member, new staff member, married, name change, email address, salesperson, sales person, salesman

Tags

RP71