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Edit User Information

Overview​

This guide walks you through the process of editing an existing user’s details in the Organogram Workspace Admin platform.

Prerequisites​

  • Access to the Organogram's workspace Admin platform
  • User's basic information (title, first name, last name, gender, phone number, username, alternate email, organization unit and staff ID)

Step-by-Step Instructions​

Step 1: Access the User Management Section​

  1. Log into your Organogram Workspace Admin platform at admin.organogram.app

Home Page

  1. On the left sidebar, look for the Directory section.
  2. Click on "Users" under the Directory section which would navigate to the user list page.

Users Page - Displays the list of current users in the Organogram Admin system

Step 2: Locate the User​

  1. On the Users page, you'll see the current user list
  2. Browse the list to find the user you need to edit
  3. Click the three-dot menu (⋮) on the right side of the user’s row to open the menu

User action menu

  1. Select Edit from the dropdown menu to open the user edit form

Step 3: Edit User Information​

The Edit User dialog box will appear with the following fields pre-filled with the user’s current details:

Edit user form

Editable Fields:

  1. Title: Select the user’s title from the dropdown (e.g., Mr, Mrs, Miss)
  2. First Name: Update the user’s first name
  3. Last Name: Update the user’s last name
  4. Gender: Select the user’s gender
  5. Phone Number: Update the user’s phone number with the correct country code
  6. Alternate Email: Update the alternate email address for the user
  7. Staff ID: Update the unique staff identifier for the employee
  8. Organizational Unit: Select the user’s organizational unit from the dropdown (e.g., reassign from "Human Resources" to "Operations"). Note: Ensure the selected unit aligns with the intended organizational hierarchy

Step 5: Save the User​

  1. Click the Save button at the bottom of the dialog
  2. A toast notification will pop up saying "User Updated Successfully"
  3. The system will process the changes and update the user’s profile
  4. The dialog will close automatically upon successful update

Step 6: Verify User Update​

  1. You'll be returned to the main Users page
  2. The updated user should appear in the user list with the new details

Successful Update Confirmation:

  • User table displays with updated name, email, and other details
  • Status remains active
  • Phone number, staff ID, and organizational unit appear in the respective columns
  • Add button remains available for creating additional users

What You'll See After Editing

  • The updated user will appear in the user directory with the new details
  • Their status will remain "Active" by default
  • The user’s organizational unit will reflect any changes in the hierarchy

Next Steps After editing a user’s details, you may want to:

  • Verify the user’s role and permissions
  • Notify the user of their updated details
  • Review the organizational hierarchy for accuracy

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