EPASS — Edit a user (administrator guide)

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About this guide

This guide is for administrators (or similar roles) who can change user details in EPASS. It shows how to go from your profile to Security, open Users, pick someone, change their information, and save.

In some pictures you may see a blue frame around a button or area. That frame is only to help you follow the guide; it is not part of the app.

Before you start

You are logged in with a role that can edit users (not a read-only security-only profile, if your community uses that).
You can open Security from the bottom bar and you see Users among the options. The list shows at least one person.
If you are learning or testing, use a test user or a non-critical account first. After you save, the new details stay in the system.

What you will do

You will open Profile, then Security, then Users. You will choose someone, tap Edit, confirm when the app asks, change information (for example the phone), tap Save, and confirm again.

Steps

Step 1

Your profile

Open the Profile tab at the bottom. There you see your own summary and shortcuts. In the next step you will switch to Security.

Step 2

Security

Tap Security in the bottom bar. You will see the Security screen with several large shortcuts (each one opens a different task). Find the one named Users (or the people icon with that label).

Step 3

Users — choose who to edit

Tap Users. Wait until the list of people appears. Tap the first card in the list (the example uses the first row). A menu opens from the bottom: tap Edit. The app will ask if you really want to continue: tap Edit again. Then you will see that person’s details on the next screen.

Users list: the first person is marked in this picture

Menu after tapping a person: Edit is marked in this picture

Step 4

Change details and save

You are now on the screen where you can change that person’s data. Change what you need (this guide shows the phone as an example). When you are done, tap the round Save button at the bottom right (disk icon). The app will ask you to confirm: tap Confirm (or the equivalent word in your language) to apply the changes.

Example: the phone field after typing the new value

The Save button at the bottom right is marked in this picture

Confirmation message: the button to apply changes is marked here

Useful notes

Until you tap Save and confirm, you can usually go back with the arrow at the top left and nothing will be stored. After saving, the list in Users will show the updated information when you open it again.