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Search user accounts

.

Select 鈥楢dministrative Services鈥�, then 鈥楳anage users鈥�.

1. Enter a 鈥楽urname鈥� or 鈥楿ser ID鈥� (Username). If your business unit has more than one person with the same surname, enter their 鈥楩orename鈥� to narrow the search results.
2. Select 鈥楽earch鈥�.
3. Alternatively, select 鈥楽how all user accounts鈥� to see all accounts associated with your business unit.

View user account details

1. If you selected 鈥楽how all user accounts鈥�, identify the account you want to reset and select it.
2. Select 鈥楿pdate account鈥� from the drop down menu. Then select 鈥楴ext鈥�.

Update an account

1. Check the account details shown to make sure it鈥檚 the account you want. If it鈥檚 not, select 鈥楶revious鈥� and search again.
2. Select 鈥楿pdate account鈥�.

Change a role

1. The user鈥檚 鈥楢ccount role鈥� is shown, eg 鈥榚Conveyancer Edit, Submit, Register Extract and eDRS鈥�.
2. If you need to change the user role, select 鈥楥hange role鈥�.

Select a different user role

1. Select one of the 鈥楿ser roles鈥� from the drop down menu, eg 鈥楲ender with e-DS1鈥�.
2. Select 鈥楽ave鈥�.

Change a role confirmation

1. A message confirms that the account has been updated.
2. Select 鈥楻eturn to user鈥� to return to the account details.

Change group

1. This shows the updated group allocated to the user.
2. Select 鈥楥hange group鈥� to change the group that the user belongs to (if any).

Change group details

1. The 鈥楪roup details鈥� show the name of the group that the user is associated with and also shows a list of all the groups connected to the business unit.
2. If the group you need is not listed, select the guide 鈥榗reate a group of users鈥� to add the details.
3. Select 鈥楽ave鈥�.

Change group confirmation

1. This confirms that the changes have been made successfully.
2. Select 鈥楻eturn to user鈥�. This will show the user as a member of the new group you selected.

Change address

1. The current address used is shown.
2. Select 鈥楥hange address鈥�.

Change address details

1. Select an address option: * select the address of the business unit * select the group address * select 鈥極ther鈥� to choose a new contact address
2. If you choose 鈥極ther鈥�, complete the 鈥楴ew address details鈥� section.
3. Select 鈥楽ave鈥�. A message confirms that the account has been changed.

Change account details

From the 鈥楢ccount details鈥�, select 鈥楥hange contact details鈥�.

Update account details

1. 鈥楥ontact details can be updated by selecting one of the existing options displayed.
2. If the contact number or email address you want is not shown, select 鈥極ther鈥�.
3. Select 鈥楽ave鈥�.

Change the Variable Direct Debit (VDD) account

The 鈥楢ccount details鈥� show the updated account. Select 鈥楥hange VDD鈥�.

Update the VDD account

1. This shows a list of 鈥榁DD account numbers鈥� associated with your business unit and you need to link at least one Variable Direct Debit account to it.
2. You can also choose all of them by selecting 鈥楽elect all鈥� at the bottom of the list.
3. When you change a user鈥檚 鈥榁DD account number鈥�, make sure that the 鈥楧efault account number鈥� is one of the ones selected in step 1.
4. Select 鈥楽ave鈥�.

Logout

When you have completed your tasks, select 鈥楲ogout鈥� at the top of the screen to exit the system securely.