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Please Review users getting started editing users.

System Administrators can configure administration options.

Editing users allows you to update user information and permissions as needed. Within the user management section, you can easily access and modify user profiles. This includes making changes to user details such as names and contact information, as well as adjusting their access privileges and roles within the system. This quick guide provides an overview of how to edit user details and assign users to additional workgroups in Please Review.

Tip: Want to know more? See How to Configure Users for more information.

Editing Users

1. In the ‘Admin’ tab of Please Review, select the ‘Users’ link on the left-hand menu to open the user administration screen.
2. From the user administration screen, you can use the ‘Find User’ feature to locate the user to be edited. Full instructions are provided on the screen:

3. Enter the user’s name, email address or Please Review username in the search box and click 'Find'.
4. Users matching the text entered will be listed below the search box and may then be selected:

5. Selecting a user will reveal the 'Edit User Details' screen:

6. Make the amendments as required and click ‘OK’.
7. To assign a user to additional Workgroups, click ‘Workgroups’ at the bottom of the screen.
8. A list of all current Workgroups will be displayed along with the users’ role in each Workgroup, where relevant.
9. To assign the user to additional Workgroups, select the required role from the drop-down list and click ‘Save’:

Further Reading

• How to Configure Logged on Users & File Management
• How to Configure Users
• How to Add and Delete Users
• How to Configure User Types