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nameEdit User Account_17AUG23.pdf

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Table of Contents

Introduction

User profiles can be edited through the Deem Partner Dashboard with appropriate permissions.

Table of Contents

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Benefits

These instructions benefit the TMC, and clients can edit accounts with appropriate permissions.

Click Partner Dashboard/Console Admin Permissions link for further information about permissions.

Need To Know

Profiles can be edited manually or through an HR feed, User Profile Upload or Web Services.

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Note: You may see a profile created by one service and edited by another. With modification, it shows how the profile was last edited.

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Edit User Profile

How to access profile

  1. On the Users Tab, select Edit a User.

    image-20240126-190130.png
  2. Enter search criteria for account

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  1. Click account name, as shown below.

    image-20240126-201636.png

Accessing profiles

To access a user profile:

  1. On the Users Tab, select Edit a User.

  2. Enter search criteria for account.
    Notes:

    • You can use one or more of the search fields above.

    • Due to the many ways to spell a first or last name you can actually search for partial names.

    • A few examples of search criteria are:

      • First initial of first name and first initial of last name.

      • Partial first name.

      • Partial last name as in example in below screenshot. I am searching for the last name Never but searching only by Nev.  The system will present any last name starting with Nev.

      • Partial email address or even partial External ID. Use the % as a wildcard for search criteria. For example %abccorp.com in the Email field.

      • Search by only Active Users, to narrow down profile returned to only active accounts.

      • If you know there are fewer than 200 user accounts you can leave all search options blank and click search.

        image-20240126-193734.png
  3. Click account name.

    image-20240126-201754.png

Profile Edits Per Section

Support Information

The Support Information section contains useful information. Two notable items are the Deem PNR Synch ID and Enabled Services (Group Name) or Policy Group. The following list explains the fields and descriptions, if necessary.

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