This document explains how to edit a user’s profile and manage their settings in Disciple.Tools.
Accessing a User’s Profile
To edit a user, you must first navigate to their user profile page.
- Go to the User List by clicking the gear icon (⚙️) and selecting Users.
- Find the user you want to edit in the list. You can use the search and filter options to locate them quickly.
- Click on the user’s Display Name in the list to open their profile.
User Profile Sections
The user profile page is organized into several sections, providing a comprehensive view of the user’s information and activity. To save changes in any section, look for a Save or Update button within that section.
User Profile Details
This section displays core information about the user. Click the Edit button to modify these fields.
- Display Name: The name displayed for the user.
- Username: The name the user logs in with (cannot be changed).
- Email: The email address for account notifications.
- Phone: The user’s contact phone number.
- First Name: The user’s first name.
- Last Name: The user’s last name.
- Gender: The user’s gender.
- Language (Locale): The language for the user’s interface.
- View Contact Record: If the user is linked to a contact record, this button navigates to that record.
- Password Reset: Sends the user an email with a link to reset their password.
- Any custom fields configured for users will also appear in this section.
User Roles
This section displays the user’s current role(s) and allows authorized users (e.g., User Manager, D.T. Admin) to modify them.
- To assign or remove a role, check or uncheck the box next to the role name.
- Click the Save Roles button to apply the changes.
For more detailed information on each role, see the Roles and Permissions documentation.
User Management
This section contains settings related to the user’s status and responsibilities.
- User Status: Click the field to change the user’s status (e.g., Active, Inactive).
- Workload Status: Click the field to set the user’s current workload capacity.
- Location Responsibility: Click to open the location selector and assign the user to specific geographic locations.
- Languages: Click to select the languages the user is proficient in.
- Availability: Click to open the availability calendar and mark dates when the user is unavailable.
User Apps
This section lists available “Magic Link” applications. You can enable or disable these applications for the user, and generate or refresh magic links.
Daily Activity Summary
This section provides a summary of the user’s activity over the past few weeks, giving a quick overview of their recent engagement and contributions.
Activity Log
This section shows a detailed, chronological log of the user’s recent activity within the system, such as comments made, records updated, and contacts created.