Description of Issue

A user went through a name change or their username has changed for other reasons. Munis User Attributes needs to be updated to reflect the new username.

Context

Munis
System Admin
Security
User Attributes
Cloud Admin

Cause

User IDs cannot be edited after being added to Munis User Attributes. A new user needs to be created.

Resolution

Prerequisites

OnPrem Clients:
- Update name and username in Active Directory or create a new Active Directory account

Create New User in Munis

Log into Munis with an account that has System Administration access
Open User Attributes (System Administration > Security > User Attributes)
Create the new user manually, or by using the LDAP Sync tool
Use Move User History to copy history from the old username to the new username: Move User History in Enterprise ERP
When ready to release the new account for use, on the toolbar click Update to change user account status from Disabled to Enabled
1. On the old account, change user account status from Enabled to Disabled
2. SaaS Clients: Disable old user ID in both Munis and Cloud Admin

Additional Information

Browser not supported