How to edit a user information in your Mortho Account

Editing User’s information in the Application

Editing user information within the application is essential for maintaining accurate user access, appropriate role assignments, and correctly configured settings. Keeping this data updated regularly ensures that users can perform their responsibilities effectively, enhances overall system security, and aligns user privileges with current organizational requirements.

This comprehensive step-by-step guide will help you efficiently update and manage user details, modify permissions, and adjust settings whenever necessary. Following these steps consistently ensures that user information stays current, relevant, and accurately reflects their roles within your organization, thereby optimizing both productivity and security.

Steps to Edit a User

Step-1: Log In to Your Account

To begin editing user information, first log in to your account. Visit the application’s login page and enter your username and password credentials to access your dashboard. Ensure your credentials are accurate to successfully log in and proceed.

Step-2: Navigate to the Users Section

After logging in, locate the Administration menu, which can be found on the left-hand side navigation bar of your dashboard. Click onAdministration to expand the menu, then select “Users.” This action will redirect you to the Users management page, where you can view existing user profiles, update user details, or add new users as required.

Step-3: Search for the User

In the Users section, use the search functionality to quickly locate the specific user profile you wish to edit. Enter the user’s name, username, or email address in the search field, then press enter or click the search button to find the desired user. This helps streamline the process, especially when managing numerous user accounts.

Step-4: Click on the Action Button and Choose ‘Edit’

Once you locate the user’s profile from the search results, click on the Action button associated with that user profile. A dropdown menu will appear with several options; select Edit from this menu. This will open the user’s profile details, allowing you to make necessary changes.

Step-5: Edit User Information

After selecting the Edit option, the user’s information form will appear. Here, you can update critical details such as the First Name, Surname, Email Address, Username, and Manufacturer (if applicable).

Step-6: Edit Roles

Continue by updating the user roles to reflect their current responsibilities within your organization. Assign or remove roles as necessary, ensuring the user has the correct permissions aligned with their tasks and authority level within the system.

Step-7: Edit Organization Units

Next, verify and adjust the organization unit assignments to match the user’s department, team, or specific organizational grouping. Correct assignment to the appropriate organizational unit helps facilitate better management and reporting accuracy.

Step-8: Edit Location

Additionally, update the user’s location information, if applicable. Confirming the correct location assignment ensures that location-based features, permissions, or notifications function accurately, enhancing both user experience and administrative effectiveness.

Step-9: Save Changes

After reviewing and confirming all edits made to the user’s information, roles, organization unit, and location, click the Save button. This action ensures that all changes you’ve made are stored securely and correctly updated within the application.

Step-10: Confirm the Update

Once saved, the application will display a confirmation message indicating the user’s information has been successfully updated. Review this message to confirm that your changes have taken effect.

Support and Troubleshooting

If you encounter any issues during the sign-up process, Mortho’s dedicated support team is here to assist you. You can reach out to us in the following ways:

• Submit a Ticket: Visit the Support Center and fill out the ticket form to report your issue.
• Email Support: Send your queries directly to our support team at support@mortho.net.
• Access the Knowledge Base: Explore a variety of step-by-step guides and FAQs that may help resolve common issues.