8.1.8 Editing General Agent Information

(Video instructions available: (Video instructions available: Editing General Agent Information)

To change an agent’s username, first name, last name, email address, password, or external ID follow the steps below:

1. Select the Persons link on the Configuration Manager home page.

   Note	To conduct a quick search of an agent, see Section 8.1.7 Quick Agent Search in Platform Administration, then proceed with step number five.

   
2. Select the OpsStageIU folder.
   
3. Select the DHS folder.
   
4. Select the DMS folder or the consortium folder the agent is in (Capital, Northern, Milwaukee, etc.). 

   Note	All other lines of business not related to Income Maintenance are in the DMS folder.

   
5. Select the agent entry to be edited.
   
6. From the General tab, edits can be made only to the following fields: 
   • Username 
   • First Name and Last Name
   • Email Address
   • Password and Confirm Password
   • External ID

   The Username is the local username and is case sensitive. The External ID is the agent’s WAMS ID. The External ID and Local ID must always match. Before changing the External ID in Configuration Manager the agent first needs to go through the necessary steps to change their WAMS ID, see Section 2.3 Forgotten Credentials.  

   Any changes made to the agent’s password will reset their local password, not their WAMS password. Enter the password in both fields and check the checkbox, "Force Password Reset on Next Login." Provide the agent with the newly created temporary password and inform them the temporary password is only valid the first time they log in. The first time the agent logs in with the temporary password they will be forced to create a new password of their choice. See Section 10.1 Setting a Local Password for specific instructions on how to set a local password.  

   Note	Do not touch the Employee ID, this is assigned individually to each agent by the system when their profile is created. All other fields not mentioned above must be left untouched.

   

7. After making desired changes, click Apply. 

Notice: The content within this manual is the sole responsibility of the State of Wisconsin's Department of Health Services (DHS). This site will link to sites outside of DHS where appropriate. DHS is in no way responsible for the content of sites outside of DHS.

Publication Number: P-03208