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Editing an Existing User

To edit an existing user:

1. On the Manage Users page, click the User ID or click Edit in the Action column associated with the user you want to edit. The Edit User page displays with the user's saved properties.
2. Before making any changes, you can Save, Delete, Set Password, Assign Investments, or Cancel.
3. Click Save to return to the Manage Users page. No changes display.
4. Click Delete to delete the user. The confirmation message "Are you sure you want to delete this user? This operation cannot be undone." displays.
5. Click OK to delete the user and return to the Manage Users page, where the user is no longer listed.
6. Click Cancel to keep the user and return to the Edit User page.
7. Click Set Password to assign a password to the user. The Set Password For [Full Name (user ID)] page displays. See Setting a Password for instructions.

Note: If a user forgets his password, you can return to the Edit Userpage to set a new password.

Note: If desired, once a user has access to iPAS, he can go to his Account Maintenance page to change his password.

• Click Assign Investments to give the user access to participant investments. The View Investments for [Full Name (user ID)] page displays. See Assigning Investments for instructions.

Note: If the user already has investments assigned to his user ID, you can add an investment to the user profile by clicking Add Investments, or modify access to a particular investment by clicking Edit. See Assigning Investments for instructions on adding and/or editing investments.

• Click Cancel to return to the Manage Users page.

3. Edit any of the User Properties or User Privileges text boxes by typing new text, changing current text, or selecting/deselecting check boxes.

Note: You cannot edit the User ID. If you need to change the User ID, you must delete the current user and create a new user with the appropriate user ID.

4. After editing the User Properties or User Privileges text boxes, you have the option to Save, Delete, Set Password, Assign Investments, or Cancel.

• Click Save to save your changes and return to the Manage Users page.
• Click Delete to delete the user. The confirmation message "Are you sure you want to delete this user? This operation cannot be undone." displays.
• Click OK to delete the user and return to the Manage Users page, where the user is no longer listed.
• Click Cancel to keep the user and return to the Edit User page.
• Click Set Password to assign a password to the user. The Set Password For [Full Name (user ID)] page displays. See Setting a Password for instructions.

Note: If a user forgets his password, you can return to the Edit Userpage to set a new password.

Note: If desired, once a user has access to iPAS, he can go to the Account Maintenance page to change his password.

• Click Assign Investments to give the user access to participant investments. The View Investments for [Full Name (user ID)] page displays. See Assigning Investments for instructions.

Note: If the user already has investments assigned to his User ID, you can add an investment to the user profile by clicking Add Investments, or modify access to a particular investment by clicking Edit. See Assigning Investments for instructions on adding and/or editing investments.

• Click Cancel to disregard your changes and return to the Manage Users page. No changes display.

Related Topics:

• Creating a New User
• Setting a Password
• Assigning Investments
• Adding Investments
• Editing User Access to Investments
• Deleting User Access to Investments
• Deleting an Existing User
• Managing Users
• Changing Your Password

QED Financial Systems • 10,000 Sagemore Drive • Marlton • New Jersey • 08053
Tel.: 856.797.1200 • Fax: 856.797.9719 • www.QEDFinancialSystems.com

Last Updated 7/29/2008