Editing an Employee's Display Name and/or Email Address

Overview

If an employee's username or login information needs to be updated on your ShareVision site, your ShareVision Site Administrator can update the employee's Display Name and/or email address. Usernames, however, cannot be edited.

Requirements/Dependencies

To edit an employee's display name and/or email address, you will need to:

• Login with ShareVision Administrator permissions 
• Have the employee's original display name and/or email address
• Have the employee's new display name and/or email address

How-to change a User's Name and E-mail Address

1. Login to ShareVision with a user account that has Site Administrator permissions. 
2. Select the gear in the upper right hand corner and then select Site Administration:
   
3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   
4. In the Employees and Security section, select Employees and Groups.
5. Select the employee whose login information needs to be updated

6. The employee's information will be displayed. Any ShareVision Site Administrator can edit the employee's Name and E-mail. 

   About Changing the Username

   If the employee requests to be able to login with their new name, then a new Username will be required. Please review: Updating an Employee's Username for more information.

7. To edit the Employee's Name or E-mail, select Edit Item
8. Edit the Name, if needed.
9. Next, edit the email address, if needed.
10. Select OK. 

11. The employee can now login with the original username or login provided, however, their Display Name will show the edited name. 

    What Happens When an Employee Has 2 Usernames: Original and New

    Any existing items and/or documents that were added or edited by the user with the old account will remain associated to their original account. For example:

    • If there are any filters where the created by, modified by, Staff Person, etc... = [Me], the items and/or documents linked to the original user account (user name) will not include these records once the user starts logging with their new account.
    • If there are reports that list or group by users, this user may appear twice (once with their old name and once with their new name).
12. The employee will need to login with the new Username.