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Edit user information in Service Portal
Edit user information in Service Portal

Admins can edit Yeeflow Service Portal user info, change passwords, or delete accounts, with specific field access. Deletion is irreversible

Updated over 9 months ago

System administrators can manage user information in the Service Portal. Deleting a user will permanently revoke their access from the Service Portal.

Firstly, log in to Yeeflow with the system admin account, then navigate to the application containing the Service Portal you want to manage. Click on the "Gear" icon located in the top-right corner to open the management panel of the Service Portal, and then select "Users."

You can view user's detail information by clicking on the row of each user item. And open the user information page.

You can click the "Edit item" from the top right of this page to edit user information, "Change Password" to change user's password or click the "Delete" button to delete this user.

1. Edit user information

On the Edit Profile page, you can not modify the Login Account once it's created.

There are 4 fields are mandatory to fulfilled.

  • Name - User's display name in Yeeflow

  • Email - The email address that you will receive task notification or email notification if any. It's the same with your account normally and you may change it to some specific one.

Learn more if you need to custom this profile page: customize user properties.

2. Change user password

After changing a user's password, the user will need to use the new password to log in.

You can Generate password automatically using the system. It consists of 8 characters, including lowercase letters, uppercase letters, numbers and special symbols.

3. Delete users

Deleting a user removes their access from this Service Portal.

Note:

The difference between Service portal user and internal user is there is no "delete user" page and users can only be deleted and not deactivated.

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