--- title: "View/Edit User Details" slug: "view-edit-user-details" updated: 2026-08-11T11:21:52Z published: 2026-08-11T11:21:52Z canonical: "help.idibilling.com/view-edit-user-details" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # View/Edit User Details Clicking ***a User Name*** link displays the User Information page. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83413.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83414.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) This page is organized into three information sections on the left, and section for viewing and working with Roles and Permissions on the right. You can delete the selected user by clicking **DELETE**. #### Personal Information This section lets you view and edit personal information, and provides a View History link which displays the associated Audit Log. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83426.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) Clicking the **EDIT** button enables editable fields in this section and also enables the **SAVE** and **CANCEL** buttons in the lower right corner of the page. #### Account Information This section provides read-only account information as well as links for viewing linked accounts, and changing the password. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83429.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) #### Account Settings This section lets you configure various account settings. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83432.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) Clicking the **EDIT** button enables editable fields in this section and also enables the **SAVE** and **CANCEL** buttons in the lower right corner of the page. > [!NOTE] > Note > > If the Domain is set up to restrict access bu allowed IP addresses there is an additional Bypass Allowed IP Address check box to exempt this user from such restrictions. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/87553.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) For more on this functionality see [Restricting Access to IDI Environments by Allowed IP Addresses](/v1/docs/restricting-access-to-idi-environments-by-allowed-ip-addresses). #### Roles/Permissions Pane Effective permissions are applied to a user as user roles by environment. This is done initially when you create a new user, and can be managed thereafter via user search. The **Effective Permissions** link on a users account provides access to: - A list of all of the available permissions - An indicator of which permissions the user does or does not have - A list of which Roles a permission is bundled with - An indication of which of these Roles the user is assigned to **Viewing Effective Permissions** To view effective permissions: 1. Search for a customer and click the customer's User Name link to view the details for the specified customer. 2. Click the **Effective Permissions** link. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70902.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) This displays a dialog for searching Effective Permissions page. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82104.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) - User permissions can be different between environments, so you must select one. - You can optionally Applications (Orders, Customer Care, Tickets, etc...) to filter the permissions list. **select one or more** Some drop down menus let you make more than one selection. These are marked by text indicating 0 of ***n*** selected before the selection and then n of n selected after the selection. When you make a selection from a multi-select drop down, you can either select a single item from the list or use the the options for selecting (checking) or unselecting all items or a filtered list of items. To filter the list, simply enter a text string on which to filter. **Example, Unfiltered:** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82090.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) **Example, Filtered:** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82091.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) 3. Click **DISPLAY** to return a list of permissions. The result shows the selected environment and the permissions are grouped by Application. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82109.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) - Click the down/up arrow next to each Application to alternately show/hide the permissions. - Click the permission name to display its description. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68688.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) - Click the name of the ***role assignment*** to display a list of all the **Associated Roles** that contain the permission. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70906.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) - To un-assign a role, uncheck the check box and click **Save**. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70907.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) **Adding Effective Permissions** 1. In the ***User Roles by Environment section***, click the plus sign ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/74950.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D). **Show picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82117.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) This displays the dialog for selecting User Roles by Environment. 2. Use the to select one or more Environments and ***Roles***. **multi-select filtering options** Some drop down menus let you make more than one selection. These are marked by text indicating 0 of ***n*** selected before the selection and then n of n selected after the selection. When you make a selection from a multi-select drop down, you can either select a single item from the list or use the the options for selecting (checking) or unselecting all items or a filtered list of items. To filter the list, simply enter a text string on which to filter. **Example, Unfiltered:** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82090.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) **Example, Filtered:** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82091.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) 3. Click **Apply**. Before you save the user account you can use the Undo ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/74951.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D) icon to remove a role under an environment. > [!NOTE] > Note > > The role will be removed immediately upon clicking (with no opportunity to confirm).