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Deleting and Editing Users

Once users are created in RTA, it may be necessary to edit user information or even delete users who no longer need access or have the left the organization. Keeping the user list accurate is a critical component to ensuring the security of your information and efficiently managing user licenses.

Editing User Information

It may be necessary to edit the users name, email address, or even update a password. See more below on these processes.

Only users with access to the corresponding Users area as part of their user group will be able to make these edits/changes. Refer to User Groups for more information.

Editing a User’s Name

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Update the name as necessary

  4. Click the check mark to save

Editing a User’s Email Address

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Update the Email as necessary

  4. Click the check mark to save

Resetting a User’s Password

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Click Update Password

  4. Update the Password as necessary

  5. Click Confirm

It’s a good practice to then have the user update the password after the reset. Refer users to Password Resets

Forcing a Password Reset

Admins can require or force a password reset for one or multiple users by visiting the User Search List accessed by clicking Users under the Admin section in the menu.

  1. From the User Search list, click on the menu options (3 dots) in the upper right corner

  2. Click on Force Password Reset

  3. Select users to force the reset by clicking the selection boxes next to users or selecting all users

Users will then be forced to update their password

Where a User’s Access Is Managed

A user’s access (which areas and actions they can use) is controlled by the user groups (roles) assigned to that user, not by their personal profile settings. Access is managed on the Users screen: from the main menu, select Users under the Admin group, search for and open the user, then select the Groups tab. The user groups that grant the user permissions are listed in the Assigned User Groups panel. See the Edit User Groups section below to add or remove them.

A user’s access is separate from their personal Settings, which are opened by clicking the user’s name at the top of the main menu. Personal Settings control individual preferences such as password, theme, language, the default facility for grids, and printer setup, and do not grant access to areas of the software. Managing another user’s access requires administrator permissions.

Edit User Groups

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Click Manage in the Assigned User Groups Panel

  4. Add any new user groups and the areas where that would be applicable

  5. Uncheck any removed user groups from specified areas

  6. Click Save

Editing a User PIN

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Click Change Pin

  4. Enter new pin for user

  5. Click Save

Refer to Creating New Users for detailed information on the Assigned User Groups Panel.

Deleting Users

  1. Click on the Users selection under the Admin group in the main menu

  2. Search for and select the user to be edited

  3. Click the appropriate option at the top

    1. Disable will disable access until enabled but keep the user information intact

    2. Delete will remove access and the user profile from the system

A user can also be removed from one or more user groups without deleting their entire profile by accessing the User Group section. Refer to User Groups for instructions on how to do this.

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