Modifying integrator users

2021-01-19Last updated

After integrator users have been added to your integrator account, you can modify their information even if they have not yet activated their Stratocast™ account.

What you should know

If the user is in the Waiting for Activation state, you can still modify or delete the user. This means that you can correct mistakes that you might have made when creating the user without having to wait for them to activate their account.

If you are the integrator user, that is, you are an integrator administrator whose username is also registered as the integrator user of an integrator account, you can only modify your information by changing your personal preferences.

Procedure

  1. If your username is registered to multiple Stratocast™ accounts, select an account.
  2. Click Users, and then search for or select an integrator user from the Name column.
  3. In the integrator’s Users page, modify the following parameters, as required:
    First name
    The user’s first name (or given name).
    Last name
    The user’s last name (or surname).
    Phone number
    The user's phone number.
    Language
    The language of the user interface. The user must log off and then log on for this change to take effect.
    Identity provider
    The Internet site that provides the user with their user account, which enables single sign-on access to the system.
    Username
    The username of the valid user account that is required to log on to the system. To better manage your accounts, you can add the same username to multiple Stratocast™ accounts and for different user levels. For example, the same username can be assigned for an integrator user in one account and a client administrator in another account.
    Note: The Username field can only be edited after the user has activated their account.
  4. (Optional) Clear the Same as username check box, and enter an email address if you want the user to receive emails at a different email address to the one in the Username field. Select this check box if you want the Username and Email address values to be the same.
  5. Click Save.
  6. If you modified the Identity provider or Username fields, you are notified that a new activation email will be automatically sent. Click Continue to send the new activation email.
The State field changes from Updating to Active, or to Waiting for Activation if the user has yet to activate their Stratocast™ account. Your changes are saved.
Note: If the Identity Provider is changed to Organizational Account, then the Administrator is set to Active, along with any other users associated with that username.

Video tutorial

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.