To edit a User, head over to the Control Panel, under the Organisation section, then click the Manage Users.
Once you are in the Users, the following dialogue will appear.
Find the User you wish to edit, and click on the 'Pencil'-icon () to Edit the User.
Then the following dialogue will appear.
The fields are as follows:
Here is where you can see the Username set for the User. If you require this to be changed or altered, please contact LEX247 support at firstname.lastname@example.org.
Here you can change the number if required.
However, if your tenant is connected to an accounting system, it is common that this number is used in that integration. If this is the case, it would be advisable not to edit this number for any reason unless you are checking to ensure that it is correct. It would be best to contact the person responsible for your accounting integration.
3. Display Picture
Hover over the picture icon and click Change to upload a new picture of the user if needed.
4. Full Name
Here you can edit the first name, middle name or last name of the User.
Here you can edit the initials of the user or any abbreviation. This will mainly be seen/used when generating reports.
7. User Role
User role determines what access rights a user has within the system. The selected user role is not displayed anywhere within the system.
For more information on User Roles, click here.
8. Job Title
Here you can put the job title of the user. The job title would typically be the actual job title of the user in the firm which will be shown in various places across the application.
9. User Rights
User rights are rights that are explicitly set for a user. To assign a special right, check the checkbox to the left of the rights-name.
For more information on User Rights, click here.
10. Access to Business Units
Here is where you choose all the business units the user will be able to access. If any business unit has any Child Business Units, the User will also gain access to these as well.
This will also determine what cases/clients/invoices the user will have access to based on their User Role set.
11. Primary Business Unit
Based on the previously selected business unit, choose one that will be the users primary business unit. Primary business will always be pre-selected for the user when he/she creates a new case.
12. Billing Unit
Billing unit is the cost center from where invoices are being sent out from. Select the billing unit that the user is employed at/billing from.
Select language in which the user will see the user interface in, user can change this value themselves at later time.
14. Time Zone
Select the local time zone from which the user is commonly working from. This affects when they report time/expense assets. The user can change this value themselves at later time.
15. Default Hourly Fee
Here you can update the default hourly fee for the user. When the user reports time this will be used.
16. Work Hours Target
Here is where you can set a work hour target for the user. This can be setup as a weekly, monthly, or yearly target. This is only used for KPI targets when creating reports.
After editing a User, click on the Update button, wait for a few seconds and you are done.
1. Ensure you are a User with 'Administrator'-rights set up to access the Control Panel.