Objective
This SOP outlines how to edit an existing user account in EnviroAutomate. You can update the user's login credentials, personal details, email signature, address, role assignment, reset their password, and re-register their multi-factor authentication.
Prerequisites
You must be logged in as an administrator
Key Steps
1. Navigate to the User
Click "Users" in the left sidebar under the System Settings section
Find the user you want to edit in the list
Click on the user row, or click the edit icon (pencil) in the Actions column
2. Update Login Credentials
Email address (Username) - Update the user's email address and login username
Lock Out Enabled - Toggle account lockout on or off
3. Update Personal Details
First Name - Update the user's first name
Last Name - Update the user's last name
Job Role - Update the user's job title
Culture - Change the locale/culture setting (affects date and number formatting)
Timezone - Change the user's timezone
Phone Number - Update the phone number
Profile Picture - Upload or replace the profile avatar image
Signature Photo - Upload or replace the handwritten signature image used in reports
4. Update Email Signature
Use the rich text editor to update the user's email signature. The editor supports formatting, links, images, and tables.
5. Update Address Details
Use the Address Search to find and populate a new address, or edit fields manually
Fields: Country, Address Line 1, Address Line 2, City, State/Province, Postal Code
6. Update Role Assignment
In the Tenants and Roles section:
Change the user's role between Standard User and Administrator
Add the user to additional organisations if applicable
Remove the user from an organisation by clicking "Remove"
7. Reset Password (If Needed)
Click the "Reset Password" button at the bottom of the page
A dialog will open with fields for New Password and Confirm Password
Enter the new password in both fields and click "Reset Password" to confirm
The password reset takes effect immediately
8. Re-register MFA (If Needed)
Click the "Re-register MFA" button at the bottom of the page
This resets the user's multi-factor authentication, allowing them to set up MFA again on their next login
Use this if a user has lost access to their authenticator app or device
9. Save Changes
Click "Save" to update the user account details
Note: Password reset and MFA re-registration are handled separately via their own buttons and do not require clicking Save
10. View Audit Log (Optional)
Click the "Audit Log" button to view the change history for this user
Differences from the Create Page
Password reset - Only available on Edit via a dialog. Allows administrators to set a new password.
Re-register MFA - Only available on Edit. Resets the user's multi-factor authentication.
Invite by Email - Only available on Create (the invitation is sent once during account creation)
Audit Log - Available on Edit, not on Create
Existing profile picture and signature photo are displayed with the option to replace them
Cautionary Notes
Changing the email address changes the user's login username — notify the user if you make this change
Changing the role from Administrator to Standard User will remove the user's access to Scientific Settings, System Settings, and user management
Removing a user from an organisation will prevent them from accessing that organisation's data
Password resets take effect immediately — the user will need to use the new password on their next login
Re-registering MFA will require the user to set up their authenticator again on next login
Always click "Save" for account detail changes before navigating away
Tips for Efficiency
Use the password reset feature if a user is locked out of their account
Use the Re-register MFA feature if a user has lost their authenticator device
Keep the Job Role field up to date as it appears on generated reports
Update the Culture and Timezone if a user relocates to ensure correct date formatting
Use the Audit Log to track changes to user accounts