Edit an Existing User

You can edit your existing users' information using the Edit User page. To edit multiple users, see Update Existing Users by Bulk Import.

  1. From the Admin menu, click USERS > User Management. The User Management page displays.
  2. Locate the user you want to edit.
  3. In the Actions column, click More actions button, three vertical dots > the Edit button, a pencil. The Edit User page displays.
  4. Modify the information as necessary. For detailed descriptions of the user fields, see Create a New User.
Note: If you change a user's role, the updated permissions show within minutes for the user without them having to log out. You can only assign a role that has equal or fewer privileges than your role. For example, a learning admin cannot assign a user the site admin role.

Impact of changing a user's attributes

Adding or removing user attributes from a user's profile can impact that user's entitlements impacting the content that they see on the platform and their assignments.

  • If you remove a user attribute value, the user is removed from any audiences defined by that attribute value. The user also loses access to the content targeted to the audience such as promotions, custom channels, and custom journeys. If the audience is also associated to a license distribution, users will lose content entitlements unless they already consumed a license, in which case they retain that license until the license resets on the rollover date.
  • If you add a user attribute value, the user is automatically added to any audiences defined by that attribute and associated value. The user gains access to the content associated to those audiences. Upon the next sign in to Percipio, the user consumes a license for that license pool and sees any targeted content such as promotions, custom channels, and custom journeys.

  • If users get removed from an audience because you change one of their attribute values and that audience has an assignment associated with it, the users automatically receive an assignment cancellation notification.

  • If users get added to an audience because you change one of their attribute values and that audience has an assignment associated with it, the newly added users receive an assignment notification.

  • When you add a user to an audience that has a Scheduled assignment, the assignment displays on the user's Assignment page on the start date. Scheduled assignments have a start date in the future.
  • When you add a user to an audience after the start date, the user receives an email notification and the assignment displays on their Assignment page immediately. In Progress assignments have a start date in the past.
  • The time to complete the assignment depends on how you configured the assignment. If you configured the assignment with a fixed date, the user sees the fixed date, which could be past due. If you configured the assignment with number of days, the user has the same number of days as all other users to complete the assignment.
    • Example:
    An assignment has the Number of days to complete set to 30 and a Start Date of September 1.
    Jane Doe was part of the original audience, so the assignment started for her on September 1st. Jane's due date is September 30th.
    John Doe was added to the audience on September 4th, four days after the assignment's Start Date. John's due date is four days later, on November 4th.