Overview
Within Validis, the Manage Users function allows you to view/modify the users in your portal. This function is restricted to users with the Client Admin or Client Manager profile type. Please see our guide below for more information on the profile type permissions.
User Profile Types - Permissions
Please note: If your portal has the new user experience enabled, click here to see the updated steps.
Locating the User
First, click Menu > Settings on the top right-hand side of the dashboard.
You will land on the Portal Settings page once loaded. Please then select the Manage Users tab from the left-hand menu.
Editing the User
This is the Manage Users page, where you can add/edit/delete users.
Use the filters at the top of the report to find a specific user. These filters will allow you to search by name, email, profile type, or user status.
Simply click the ellipsis (3 vertical dots) to the right of the user and select the Edit user option from the drop-down that appears.
From here, you can view and edit the user’s name, telephone number, profile type (role), etc. Once you have reviewed and edited all necessary fields, click Save Changes.
Please note: The email address cannot be edited as it is the unique identifier used to access Validis.
If you exit the window without selecting Save Changes, your updates WILL NOT be saved.
New User Experience
After signing into the portal, you may receive a pop-up asking you what you'd like to do.
If so, click Manage Users to be redirected to the user dashboard.
If not, select the Manage Users tab from the engagement dashboard.
Locate the user by searching for them by name or email.
Click the ellipsis (3 vertical dots) > Edit to view their user details.
From here, you can view and edit the user’s name, profile type (role), etc. Once you have modified all necessary fields, click Save.
Please note: The email address cannot be edited as it is the unique identifier used to access Validis.
If you exit the window without selecting Save, your updates WILL NOT be saved.