Modifing user information

Changes to your system or to people's job descriptions may require changes to their user information.

Note: For users on hosted systems, contact IXIASOFT Customer Support to assist with this process, as the user also needs to be configured to use the Remote Desktop Protocol (RDP) in addition to following procedure. RDP belongs to a set of security groups that control access to the Amazon Web Services environment that IXIASOFT directly manages.

To modify user information:

  1. Open the User Manager window.
  2. Click the Lock button (lock manager icon).
  3. In the Users list, expand the location node that contains the user whose information you want to change.
  4. Select the user you want to modify.
    All the user's information appears.
  5. Modify User Personal Information or User Connection Information or change the Role or Group assignments, as necessary.
    The roles and groups that you assign to a user determine the functionality this user can access.
    Note: Modifications to the Location field will move the user to another node in the Users list.
  6. Save your changes locally (CTRL+s).
  7. Click Check In Document (check in manager icon).
    Your changes to users.xml are updated in the repository.
  8. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their IXIASOFT CCMS Desktop. Users can also apply the changes without restarting their IXIASOFT CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web Server so that users will see the change reflected there.