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:
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Search for one user: Type their name into the search field and click Search.
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Search by group: Filter by category or program. A list of users in that category or DRF program will display.
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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:
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Click the user’s name (it's a clickable link).
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In the pop-up, update the name and email, then click Update.
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8. To update the username:
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Click Update next to the current username.
- Enter the new username and click Apply.
9. To change the email address:
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Click into the email field, enter the new email address, and click Apply Changes.
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10. To reset the password:
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Enter a new password in the password field, then click Apply Changes.
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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.