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The facility to update a user account is a function available within the manage users
option in Administrative services. The quickest way to find a user account is
to enter the persons User ID, which is the username they log on with. Another way is
to search by surname. Entering their forename will narrow down the search if there's more
than one person with the same surname in your business unit.
This screen will only be displayed where more than one result is returned, in which case
you need to identify the account you require. From the drop down menu, select the action
you want to take. It's useful to confirm that you've selected the correct account before
proceeding, so select the View account option. If this account's not the one you require,
the previous button takes you back to the search results. The options from the drop
down menu on the previous screen are listed on the right hand side.
To update the account, select the relevant option. The account details that you can change
are listed here, such as suspend, reset or delete accounts, which are covered by separate
tutorials. The other options you can change can be seen further down the right of the
screen, and we'll now detail how to use these.
To change role, select the relevant link.You'll find the user roles listed in the drop down menu. Only one role per account can be
selected, so if a user needs more than one role, create a new user account for them.
We've now changed the user to Lender with e-DS1. Make sure you save this change. The
system will confirm that the account's been updated. Select return to user to go back
to their account details. You can also change the group the user's associated
with. A user can only be associated with one group at a time. If the group you want to
select isn't listed, select the Create new group button to input the details.
Once again the system confirms that a change has been made.
Next we'll look at changing the users address. The address is a personal contact address
and not the address where completed applications will be sent.
There are three radio button options. The first is the address of the business unit,
the second the address of the group the user's associated with, which could be a different
sub-office for instance, and the third option lets you enter a new contact address. Once
you're happy, save the details. You can also change the contact details using
the same method.
The last option is to change the VDD account used by the user to pay Land Registry fees.
To select one of the accounts, select the checkbox. You can assign as many VDD accounts
associated with your business unit as appropriate, and if they're authorised to use all the accounts
then you can select them all by clicking here. To exit the user account details, select the
grey cross. From this screen you can search for another user or complete another function
from the Administrative Services signpost or logout securely.