Changing a User's Security Profile

The user management page is where you can view and edit all of the users' names, contact information, Security Profiles, and more. 

User Types

In SOMAX there are three types of Users that can Access the SOMAX System. The Admin and Full users can be assigned to any security profile. The Request user can be changed to a Full or Admin user if there are enough open seats/licenses open see the Configuration Dashboard to determine the number of available seats/licenses.

1. Admin Users, these are users that have been granted Administrative Configuration of the SOMAX System.  These users are counted against your Site's License Count
2. Full Users, these are non admin users who can access SOMAX based on their security profile. These users are counted against your Site's License Count.
3. Request Users, these users are Request only users and do not count against your Site's License Count. They are counted and displayed separately on the Configuration Dashboard  

Changing the User's Security Profile

1. Select the desired User from User Management
2. Select the Action Menu in the Upper Right 
3. Select Change User Access from the Dropdown List
4. A Pop up box will appear
5. Select the lookup and a list of available security profiles will be displayed
   • If you are an Enterprise Customer you can also select from your Custom Security Profiles
6. Select the desired profile and Click Save
7. The User Security profile has now been updated

Note:

1.  If the user is currently logged in they must log out and back in to receive the newly assigned security profile
2. If the User's new profile is changed to Site or Enterprise Administrator the Administrator Checkbox will be checked.
3. If the User's new profile is changed from a Site or Enterprise Administrator the Administrator to a Non-Administrator profile the Checkbox will be Un-checked.