Update a User Profile Form

Description: Welcome to the User Management page. This page displays the Update User form. This form allows users the capability to Update a User profile in the YouthBuild system. This page also allows users the capability to activate/deactivate a user and assign user roles.

Functions: This page contains the following functions:

Update a User Profile
Role Description

Update a User Profile

Complete the following to Update a User profile:

Users can edit and update all fields on this form.

In the First Name text box, enter the User's first name. (Required Field)
In the Middle Initial text box, enter the User's middle initial.
In the Last Name text box, enter the User's last name. (Required Field)
In the Phone Number text box, enter the User's phone number (999-999-9999). (Required Field)
In the Phone Ext text box, enter the User's phone extension (if applicable).
In the Email text box, enter the User's email address. (Required Field)
Using the Subgrantee drop-down list, select the specific Sub-Grantee the User is under.
Using the Supervisor drop-down list, select the specific supervisor the User is under.
Using the Roles check boxes, check all applicable roles the User is to be assigned.

Note: Users can click the Role Description link located on the right hand side of the page to view the individual role descriptions.

Role Description

Grantee: This is the ONLY role not displayed. This role is created by the Program Office. The Grantee role is a super user of the YouthBuild system. They have the rights to create, update and view all cases and management reports contained under their grant number. In addition the Grantee role can perform all administrative functions and also is the ONLY user that has the authority to certify and submit the Narrative and Quarterly Performance Reports. This user role will not appear in the Roles section.
Administrator: The role of the Administrator is the same as the Grantee in the YouthBuild System. However, unlike the Grantee, the Administrator cannot certify or submit the Narrative and Quarterly Performance Reports (QPR). Administrators have all other rights in the YouthBuild system.
Youth Specialist: The role of the Youth Specialist can view all cases under a grant number. However, the Youth Specialist role cannot view the case notes section located within the participant’s case. If the case notes were entered by the Youth Specialist then they will be able to view the notes.
Supervisor: The role of the Supervisor has the rights to create, update and view all cases and management reports that have been created by them or the Case Managers under their supervision.
Case Manager: The role of the Case Manager has the rights to create, update and view cases that have been created by them, assigned to them by their supervisor, or those cases transferred to them by the Grantee/Administrator.
Sub-Grantee: The role of Sub-Grantee has the same rights as the Administrator. This role however, will only appear if a Sub-Grantee Organization has been created (See Add New Sub-Grantee). Sub-Grantees will only see those cases that are created/assigned to them.
Data Technician: The role of the Data Technician has the rights to create group services. This is the ONLY user role that can be combined with any of the above user roles.
Read Only: The role of the Read Only Users have very limited access to the YouthBuild system. This user role cannot create or edit anything in the system. The Read Only user has access to the Cases and Home tab in the YouthBuild system.

In the Is User Active? checkbox, un-check the checkbox to deactivate the User from the YouthBuild system.

Once all necessary fields have been edited/updated, click the (Save) button. The selected User profile will be updated and the Successfully Saved Message will appear.

Successfully Saved Message

Click the 'here' link to return to the User Management page. The updated User record will appear under the User Management Overview section.