This article is intended for license administrators. It describes how to edit a license member’s company, department, office location, and tags.

• Editing license member company, department, and office location
• Editing license member tags
• Troubleshooting

To learn how to edit license member roles and authentication methods, see the following articles:

• Managing license member access rights
• Assigning authentication methods to existing license members

Editing license member company, department, and office location

License administrators can edit the company, department, and office location of any license member except for the super administrator. The super administrator can edit these fields for any license member, including themselves.

One can filter a list of project members, license members, or issues by company, department, or office location.

• Editing company, department, or office location (single license member)
• Editing company, department, or office location (multiple license members)

Editing company, department, or office location (single license member)

To edit a license member’s company, department, or location:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to License Management Tools, and then select User Management.

   

4. In the Name column, click the license member name.

5. Click the Edit button next to the company, department, or location name.

   

   Troubleshooting:

   • I don’t see company, department, or location in license member details.

6. Enter or select a new name and click Set.

Editing company, department, or office location (multiple license members)

To edit company, department, or location for multiple license members:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to License Management Tools, and then select User Management.

   

4. Select the checkboxes next to the license members.

5. Go to More and then click Set company, Set department, or Set location.

   

   Troubleshooting:

   • I don’t see the Set company, Set department, or Set location item on the More menu in the list of license members.

6. Review the list of selected license members. You can click  next to a license member to remove them from the selection.
7. Enter or select a new company, department, or location, and then click Set.

Editing license member tags

License administrators can edit license member tags. They can use the tags to filter the list of license members.

• Editing tags (single license member)
• Editing tags (multiple license members)

Editing tags (single license member)

To edit a license member’s tags:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to License Management Tools, and then select User Management.

   

4. In the Name column, click the license member name.

5. Click the Edit button next to the tags.

   

6. Enter or select tags and click Save.

Editing tags (multiple license members)

To edit tags for multiple license members:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to License Management Tools, and then select User Management.

   

4. Select the checkboxes next to the license members.

5. Go to More and then click Edit tags.

   

6. Review the list of selected license members. You can click  next to a license member to remove them from the selection.

7. Do any of the following:

   • To add tags, in the Select or enter tags field, start typing a tag. This opens a dropdown list with matching tags and the option to add a new tag. Select tags or add new ones, and then click Add.

     

   • To remove tags, click Remove, click in the Enter or select tag field, and select tags. Then click Remove.

     

Troubleshooting

Q: I don’t see company, department, or location in license member details.

A: The company, department, or location field is hidden. To learn how to show it, see Customizing license member fields.

Q: I don’t see the Set company, Set department, or Set location item on the More menu in the list of license members.

A: The company, department, or location field is hidden. To learn how to show it, see Customizing license member fields.