Editing User Profiles as an Administrator

Why should administrators maintain user profiles?

Accurate user profiles help organizations maintain reliable employee information and support effective collaboration, assignments, approvals, and administration.

When should information be updated?

Common situations include:

• Employee role changes
• Department changes
• Name changes
• Organizational restructuring
• Changes in responsibilities

Profile update vs access update

These are separate tasks.

Updating:

"Department = Finance"

does not automatically mean the user's permissions should be appropriate for Finance.

Administrators should review access separately.

Example

An employee moves from Procurement to Finance.

The administrator should:

1. Update relevant profile information.
2. Review old procurement access.
3. Determine required finance access.
4. Remove unnecessary permissions.
5. Confirm the user's new responsibilities.

FAQs

Why should administrators update user profiles?
Accurate information supports better collaboration and administration.

Should a role change trigger a permission review?
Yes. Profile information and access should both be reviewed.

Can administrators edit all user information?
Available controls depend on the organization's Hoicko configuration and administrative permissions.

What should happen when an employee changes departments?
Update relevant information and review their workspace access and permissions.

Is updating a profile enough after a role change?
No. Access and permissions should also be reviewed.