4.3 Editing a person

You can edit the details in a person's record in the MyID database or in an attached directory.

Note: To edit PIV applicants, you use the Edit PIV Applicant screen instead. This ensures that the PIV process is carried out correctly. See section 4.4, Editing a PIV applicant.

To edit a person:

1. Search for a person, and view their details.

   See section 4.1, Searching for a person for details.

   You can also view a person's details from any form that contains a link to their account.

   For example:

   • Click the link icon on the Full Name field of the View Request form.
   • Click the link icon on the Owner field of the View Device form.

2. Click the Edit Person option in the button bar at the bottom of the screen.

   You may have to click the ... option to see any additional available actions.

3. Update the person's details.

   For information on changing the user image, see section 4.5, Capturing images.

   Note: If the person is already in the MyID database, the form is titled Edit Person. If the person is only in a directory, and has not yet been added to the MyID database, the form is titled Edit Person (Directory). Once you have made any changes to the person, the person is imported to MyID, and any edits you make will use the Edit Person form.

   You can edit the same details as are available when adding a person; see section 4.2, Adding a person for details.

   However, you cannot edit the Enabled field – to enable or disable a person's user account, see section 4.10, Enabling or disabling a person.

   If your system is set up for administrative groups, you can specify administrative groups for the person; see section 4.12.2, Assigning administrative groups.

   Note: Depending on how your system is set up, you may not be able to edit all of the fields that are visible.

4. Click SAVE.

4.3.1 Editing directory information

If the person is linked to a directory, you can edit the information on the ACCOUNT tab only if the following configuration option is set:

• Edit Directory Information – on the LDAP tab of the Operation Settings workflow. Set this to Yes to allow operators to edit the information on the ACCOUNT tab for people with accounts linked to a directory.

Whether or not the person is linked to a directory, you can edit the Distinguished Name field only if the Edit DN configuration option is set. This option requires an additional software update – contact customer support quoting reference SUP-322 for details.

Note: You are not recommended to set the Edit Directory Information option if you have the Background update option set; any changes you made to the directory information would be overwritten by changes from the directory every time you viewed or edited a person. If you want to be able to edit directory information, set the Background update option to No, then use manual directory synchronization if and when required; see section 4.9, Synchronizing a person for details.

If you have the Automatically create MyID groups from the Organizational Unit of imported users option set to No, and Edit Directory Information set to No, MyID is unable to create a group to match the directory group, so you must set the group of the person manually.

For more information on directory integration, see the Using an LDAP directory section in the Administration Guide.