The Edit
Agents page includes options to edit a user’s permission level,
billing rate, password, etc. In
addition, individual users can change many of their own preferences from
the Preferences screen.
Select Administration
| Workspace on the FootPrints Toolbar, then select Edit
Agents from the main frame in the Users
& Roles section.
Select the user from
the Users
drop-down list, which displays a list of all users in the workspace.
Click GO.
An Edit
User page is displayed, with options as follows:
User
Role—Select
a new role for the user for the current Workspace and specify the type of
license the Agent is to use.
Billing
Rate—Optionally
assign the user one or more hourly billing rates or edit existing rates
(refer to Billing Rates for complete
details on editing this portion of the page).
Agent
Preferences—These
options can also be changed by the Agent on the Preferences page.
Name—Change the
user's display name (does not affect the user ID). Replace the current
name in the text box.
Authentication—If the System
Administrator has defined two authentication methods, you can change the
method the agent uses to log into FootPrints.
Password—Change the
user's FootPrints password. The password must be entered
twice. If you hover the mouse over the word "Password", the Password complexity rulesRules that govern the mandatory characteristics of passwords for FootPrints authentication. Rules are optionally set by the System Administrator. Rules can be configured to govern the length of a password (minimum and maximum number of characters), whether letters and/or numbers and/or punctuation characters are required, and case sensitivity. are displayed. Passwords must conform to the password complexity rules.
Primary
Email Address—Change
the user's email address for FootPrints email notification. The
option must be checked to receive email.
Pager
Email Address (optional)—Optionally
enter a separate email address for a pager. This address can be
used for escalation notification. Check this option to receive regular
notification email at this address.
Wireless Email
Address (optional)—Optionally
enter a separate email address for a wireless device. This address
can be used for escalation notification. Check this option to receive
regular notification email at this address.
Supervisor
(optional)—Optionally
designate a supervisor to whom the Agent reports.
Default
Workspace—If
the user is a member of more than one workspace, change the default workspace
that is displayed when logging in to FootPrints. To change
the default workspace, choose from the drop-down box.
User's Local Time Zone (optional)—Optionally enter a time zone specific to the user.
Date Format (optional)—Optionally enter a date format for this user.
Preferred Language (optional)—Optionally enter a preferred language for this user.
Unlock Account—If an agent has been locked out of his or her account, a checkbox may be displayed to allow the workspace administrator to override the lockout. Check the checkbox to override the lockout, which allows the agent to once again log in to FootPrints. While locked out, an agent cannot log in to FootPrints, but can create or edit an issue via email.
are displayed. Passwords must conform to the password complexity rules.