Choosing how to edit user data

Overview

“My mobile number is not correct.” “Can you change my title?” There are a few ways to edit the data in a user’s signature, and the right one depends on your account setup. The best method is the original way your signatures were set up.

This guide uses the classic UI’s Users & Compliance page. In the New UI, user profiles are under Manage > Users.

Choosing a method

Find your setup to see the best way to edit the data.

Auto-Sync is on

• The user's data can be edited in the directoryEdit the directory, and run a forced sync
• The user's data can't be edited in the directoryEdit the data in Users & Compliance, and break the sync

Auto-Sync is off

• Edit the data directly in Users & ComplianceIndividually, or in bulk

No data in Users & Compliance

• The user has no data in OpensenseSend the user your MySig link, to edit their signature block themselves

What always works

If you’re unsure how to edit the data in a signature, this always works: edit the field in Users & Compliance, lock it, and break the sync. See Editing one user in Users & Compliance (classic UI) for the steps.

Once the sync is broken

We don’t recommend this method first, because once the sync is broken, the field can only be edited manually from then on. Best practice is to keep one consistent data source in the long term.

What’s next

• Locking and unlocking Compliance fields (classic UI)
• Field data priority: which value wins when a field has data from more than one source.