How to Update a User's Information in System Admin

A user with System Admin permissions in Taskstream has the ability to update a user's name, email address, username, and password.

1. Click System Admin.
2. Enter your access code and password. 
   If this information is not known, please submit a support request.
3. Click Subscribers' Information.

   

4. Click Launch Member Locator.

   

5. Choose one of the following options:
   • Search for one user: Type their name into the search field and click Search.
   • Search by group: Filter by category or program. A list of users in that category or DRF program will display. 
6. Select the checkbox next to the user(s) that need an update, then click Save and Close.

   

7. To update the users name and email:
   • Click the user’s name (it's a clickable link).
   • In the pop-up, update the name and email, then click Update.

     

     

8. To update the username:
   • Click Update next to the current username.
   • Enter the new username and click Apply.

     

     

9. To change the email address:
   • Click into the email field, enter the new email address, and click Apply Changes.
10. To reset the password:
    • Enter a new password in the password field, then click Apply Changes.

      

      After clicking Apply Changes, a pop up message will be displayed on the screen as a reminder to save the password that was just updated.