Editing Another User's OnBoard Profile (Org Admins Only)

Eric Biddle
Eric Biddle
  • Updated

Certain Organization Profile fields can be edited by an Administrator for each of the users of the Organization. We'll explore what an Organization Administrator can edit on behalf of a user.

Editing a User's Profile

This can be done by accessing the Directory in the left navigation menu. From here, just click a user’s name to view their profile. 

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If you have Administrator access to the Organization, you will be able to click the Edit button in any of the available panels and make changes to some of the details in that panel.  

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About & Employment

Click "Edit Details" on the first panel (About & Employment) with the user's name and profile image.

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Here you can upload a new photo for the user and update their Employer and Title.

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Important Note: The Salutation, First Name, Middle Name, and Last Name fields are NOT available for an Administrator to edit. If you're an Administrator trying to change an incorrect name before a user has accepted their invitation, you can follow the steps in this article to correct this: Correcting a Misspelled User's Name.

Otherwise, these fields will need to be edited by the user themselves. Steps to assist them in editing their profile for both the Web and Mobile can be found here:

Managing Your User Profile & Settings (Web)

Managing Your User Profile & Settings (Mobile)

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Demographics

Adding Demographic information to your user's profiles can help your organization gain insight into the communities that may be represented within your board.

From the Demographics panel, you can click "Edit Details" to set the preferences for a user.

Important Note: An Administrator may restrict users in your organization from viewing Demographics information.

Find out more in our Organization Settings article.

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You'll be able to add the user's date of birth as well as select or opt-out of disclosing their information for the following questions:

  • How do you describe your Gender Identity?
  • To what racial/ethnic groups do you belong?
  • Do you identify as LGBTQ+?
  • Are you a Military Veteran?
  • Are you an individual with Disabilities?

Once you've set all of the user's information, click Save Changes at the top right corner of the panel.

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Contact & Address

The panel just below About & Employment is the "Contact & Address" tab. Clicking Edit Details here will allow an Administrator to edit a user's Contact and Address information.

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Changing a user's OnBoardID / Email Address

While the user's email address is listed on this panel, it cannot be edited by an Administrator. If a mistake or typo has been made during the invitation process, there are two ways to resolve this:

Method 1. RECOMMENDED -  The user can edit their email address using the steps in this article: [All Users] How do I change my OnBoard ID (Email Address)?

Method 2.  Important Note: This option will require you to re-enter ALL contact details (photo, bio, etc.) and add the member manually back to ALL Groups and item Permissions they previously had set. This is only recommended if the user cannot log in using the above method.
Remove this user from your Organization, then repeat the invitation process with the steps in this article Inviting Users to your Organization (Individual & Bulk CSV Import) with a new email address. 

 

Contact & Address Information

An Administrator can edit all of the Contact & Address fields. Contact information includes Work, Home, and Cell Phone numbers, while the Address information includes a user's Street Address, City, State, Postal Code, and Country information. 

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Important Note: An Administrator may restrict users in your organization from viewing this information on user profiles.

Find out more in our Organization Settings article.

 

Biography

Profession and career experience, education and recognition a user has earned, or any other pertinent information an Administrator or user would like to add can be set in the Biography by clicking Edit Details.

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The Biography panel will open a text editor to enter or copy and paste the user's biography information into.

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Skills

While you cannot edit a user's Skills from their Profile, you can view their currently shared skills.

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To learn more about setting up Skills Tracking, view this article: Getting Started With Skills Tracking.

 

Social

The Social panel can be found just below Skills, and similar to the previous panel can be edited by clicking "Edit Details."

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Here a user's Twitter Handle and LinkedIn Profile URL can be added.

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Groups, Roles & Terms 

Similar to Skills, the "Groups, Roles & Terms" panel cannot be edited by an Administrator, though this information can be viewed here.

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For more information on setting up Groups, please view the article Creating and Managing Groups. To learn more about Roles & Terms, please check out the article Creating and Managing User Roles and Terms

 

Profile Settings

More Settings can be found at the top of the Profile screen by clicking on the "Settings" tab. 

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Receive Email Notifications Setting

An Administrator can change a user's Email Notification settings by toggling the checkbox for "Receive Email Notifications." Important Note: This will disable most OnBoard email notifications for the user, besides mandatory account emails such as Password Reset emails.

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Alternate Notification Addresses Setting

You can also add additional email addresses for the user to receive their OnBoard Email Notifications by clicking the "Alternative Notification Addresses" button.

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Important Note: The following notifications and emails will not go out to Alternative Notification Addresses, and will only send to the OnBoard ID email address:

  • Account Invitation Emails
  • Password Reset Emails
  • Calendar Integration Emails (Calendar Invites)

 

You'll be able to add an Alternate Email Address to receive the OnBoard Email Notifications and the name of the user to receive the Notifications. This can come in very handy when a user is having their Notifications temporarily or permanently forwarded to a proxy user.

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Clicking on "Add Another" on the bottom left of the window will allow adding multiple Alternative Notification Addresses.

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Export User Profile Information

User profile information can be exported from the Directory. By clicking on "Export Memeber List" you'll download a .CSV file with your current user list and profile data.  This list can also be used to import users back into OnBoard via the Import CSV process.
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