Edit User

This page displays options for editing the user's properties, license assignment, password reset, and group memberships.

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Getting Started

• Navigate to: Identity Management > Administration > Users

• Select a user > Click Edit User in the Actions menu

• You will be landed on the "Edit User" tab.

Page Layout

Header Information on this page displays the user's Display Name, their User Principal Name (with copy option), their User ID (with copy option, the Account Creation Date, and a button to launch Entra to view the user.

Basic Information

1. User Identity: First Name, Last Name, Display Name, Username (before the @ symbol), Primary Domain name (select from dropdown)

2. Professional Details: Job Title, Department, Company Name

3. Contact Details: Street Address, Postal Code, Mobile Phone, Business Phone, Alternate Email Address

4. Management: Set Manager (select from existing users), Copy groups from another user

Account Settings

1. Password Options

   • Create password manually (toggle)

     • When enabled: Enter custom password

     • When disabled: System generates secure password

   • Require password change at next logon (toggle)

2. Location Settings

   • Usage Location (required for licensing)

   • Select country from dropdown

License Management

• Current Licenses

  • Shows currently assigned licenses

  • Drop down box allows you to multi-select the licenses you want the user to have after editing

  • Option to remove all licenses (toggle) - When removing the final license on a user, this must be checked.

• SherWeb Integration (if enabled)

  • Auto-purchase option appears when licenses unavailable

  • Select license SKU for purchase

  • System handles purchase and assignment

Group Management

• Copy groups from user

  • Allows you to select another Entra ID user to copy groups from

• Add to Groups

  • Multi-select dropdown that will allow you to add the user to groups

• Remove from Groups

  • Multi-select dropdown that will allow you to remove the user from groups

Custom Attributes

• Custom attributes can be configured in Preferences > General Settings

• These include specific Azure AD attributes that will be available when creating new users:

• Available Attributes: consentProvidedForMinor, employeeId, employeeHireDate, employeeLeaveDateTime, employeeType, faxNumber,legalAgeGroupClassification, officeLocation, otherMails, showInAddressList, state

• Configuration:

  • Go to Preferences page under your user profile.

  • Under General Settings

  • Find Added Attributes when creating a new user

  • Select desired attributes from dropdown

  • Selected attributes will appear on Add User form

Notes

• Changes take effect immediately upon saving

• License changes require valid usage location

• Password resets follow complexity requirements

• Group membership changes are processed in order (removals then additions)

• On-premises synced accounts show warning about limited editability

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Feature Requests / Ideas

We value your feedback and ideas. Please raise any feature requests on GitHub.